Universal life policies sold in the '80s and '90s are at risk of lapsing, causing problems for clients and advisers.
Economists' forecasts for a March taper contrast with investor expectations for an earlier reduction in quantitative easing
The Federal Open Market Committee voted Oct. 30 to keep the pace unchanged, saying it needs more evidence of improvement in the economy.
Pershing announced Monday it was creating a list of mutual funds based on the bank's investment manager research. A version of the list will be available for broker-dealers and financial advisers using Pershing's platform starting this year.
Preparedness may mean staying on the job, but burned-out clients need an incentive.
Gold bulls are making their biggest bets on a gold rally since January amid growing signs the U.S. will lead a military strike against Syria.
Gold's precipitous drop brings it to a key level, $1,200 an ounce. Some experts think this is the worst it will get for the precious metal. Does that mean now's the time to buy?
Despite a permanent tax exemption, investors of all sizes have issues to consider
Big gathering has lots on offer including Washington updates, investing insights and practice management advice galore
What's different compared to the last tech boom, plus other must-reads from wealth manager and CNBC commentator Josh Brown
Three big reports to hit the market, plus: Bitcoin spikes as euro takes a dive, Bernanke's prezzie to Yellen and advisers' big headache. Curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.
Using the lessons of Facebook's volatile IPO, advisers are recommending that Twitter's soon-to-be millionaires prepare for a wild ride as the stock goes public. One recommendation: “plan for the worst and hope for the best.” Buckle up.
The complaint alleges self-dealing, excessive fees in managing the $1 billion plan.
Advisers who can show how they can make a person's financial life easier — without coming off as condescending — will find an enthusiastic audience in Generation Y women, experts said.
Clients have until Dec. 7 to make choices for 2014
Using the lessons of Facebook's volatile IPO, financial advisers say “plan for the worst and hope for the best”
