When setting up trusts, strike a balance between considering future changes and setting clear parameters to prevent abuse
The vice chairman of the exchange at the time, called it the worst avalanche of selling he'd ever seen, according to an unpublished oral history kept by the exchange. The Dow lost 21 points, or 2.9%, on Nov. 22, 1963.
Massachusetts securities' regulators fine the brokerage giant $500,000 for failing to stop a rep from defrauding clients.
Barry Ritholtz and Josh Brown, money managers who double as popular bloggers and commentators, have launched their own RIA.
Transition packages are a long-standing industry standard offered to financial advisers changing firms and affiliations.
When an advisor is considering a transition and comparing offers from multiple firms “technology” is often cited as a deciding factor and for good reason. A technology migration can often be one of the most time consuming portions of a move. Technology hiccups can also be unsettling if clients get wind of it.
Employer generosity is important, but that's not the only key to successfully saving for retirement
Companies that are flush with cash have the wherewithal to provide the best in 401(k) savings to their workers, but that doesn't mean smaller retirement plans can't run effective plans.
There are two ways for beneficiaries to increase their benefits after initially claiming them. Find out how.
Have a client who — unbeknownst to you — filed for Social Security benefits early? Mary Beth Franklin unwraps the two ways for beneficiaries to increase their benefits after initially claiming them.
Normally, when you continue to work while collecting benefits before your full retirement age, you lose. But what happens when you reach 66?
Investors are pouring more money into stock mutual funds in the U.S. than they have in 13 years, attracted by a market near record highs
Uneven recognition of same-sex marriage will make for a complicated tax year
What's <i>InvestmentNews</i> senior columnist Jeff Benjamin reading this morning? Whether your clients need long-term care insurance, hedge funds loading up on GM stock, Greenspan calls Bitcoin a bubble, JPMorgan confirms cardholders were hacked and Britain gets bullish. Breakfast with Benjamin is served.
A new tax environment means that not all charitable giving vehicles are equal. Find out how you can best reduce your gross income.
The open period for switching Medicare coverage for 2014 is closing fast. The choices can be overwhelming, but Mary Beth Franklin offers practical steps your clients can take to make sure they have appropriate and affordable coverage.
Don't celebrate just yet: financial planning pitfalls still abound
Value manager predicts rising stocks and better returns in 2014. Why things are looking good &mdash; really good &mdash; for investors in the New Year.
