The new tax law could increase financial challenges for divorced people, but planning opportunities abound.
Former SEC chairwoman Elisse Walter says their fiduciary duty is largely about disclosing conflicts, not eliminating them.
Now that a new law provides executors with access to digital assets, estate planning needs to include such assets
The wirehouse's chief digital officer discusses the company's push to use technology to engage in more holistic planning.
Wealth managers making the transition need to pick the model that's appropriate to their needs and best serves their clients.
Bills introduced in House, Senate would remove PCAOB requirement.
Separately managed account invests in stocks of companies that use the distributed ledger system.
Strategy involves a limited liability company and non-grantor trusts set up in a no-tax state.
Competition is heating up among asset managers.
Morningstar says technology, financials and health care have ruled, but global telecommunications looks poised to pull ahead.
The wirehouse's wealth management group announces a fresh look at the ban now that the DOL rule is on the brink of death.
Short-term debt funds are flourishing because they finally pay something.
A handful of fatal accidents involving autonomous vehicles suggest car insurance will evolve, rather than go away.
At SEC meeting, both sides say agency must better define what 'best interests' means.
Eight-person Gormley Furlong group is based in Yardley, Pa.
Eric Erb was ordered to pay restitution of $5.4 million to his defrauded clients.
Justice Department didn't petition the Supreme Court to rehear the case. A mandate from the 5th Circuit would finally lay the fiduciary rule to rest.
Industry coalition seeks to educate the public and advisers about the value of annuities.
But one year of higher health care costs may be worth it to lower RMDs and taxes in the future.
Justin Mair says he 'mistakenly' paid his electric bill with client money.
