Websites exist for gathering documents and preserving key information, sparking adviser-client conversations about planning for the inevitable.
Make sure clients set aside the right amount to optimize savings and avoid unnecessary taxes and penalties.
<i>Breakfast with Benjamin</i>: The IMF is throwing a wrench into the Greek bailout works, setting off a political earthquake in Europe.
Survey finds that for all their determination, millennials are willing to take direction from experts.
<i>Breakfast with Benjamin</i>: Teaching economics to a presidential contender isn't easy. Unless the economic advisers agree with the preconceived views of the candidates, the relationship can be testy and useless.
Most working retirees are making much less per hour now, survey shows.
The bold see any market pullback as a buying opportunity.
Northbrook, Ill.-based Relative Value Partners brings to 35 the number of affiliates of the deep-pocketed firm led by CEO Rudy Adolf.
<i>Breakfast with Benjamin</i>: Jeffrey Gundlach has been bracing for trouble in Greece and Puerto Rico by loading up on Treasuries and Ginnie Maes.
The regulator is fighting a decision by its administrative judge to dismiss charges accusing two financial advisers of <a href="http://www.investmentnews.com/article/20140902/FREE/140909990/sec-charges-investment-adviser-with-fraud-for-not-telling-clients-of" target="_blank">not informing clients</a> they were paid by Fidelity Investments to sell certain mutual funds.
Money manager says the market still has room to run, but admits allocating assets in today's environment is not easy.
Maryland, Connecticut aim to boost savings rates; some say the measures could be mandates on small employers.
The proliferation of digital platforms puts added emphasis on due diligence.
Time to allow summary prospectuses for VAs
Can advisers accepting fees from custodians really be fiduciaries?
A Connecticut town &mdash; home to some of the country's largest hedge funds &mdash; is seeing a pile-up of luxury houses on the market as a real-estate rebound spurs more owners to try to sell.
Michael Kitces saves more than half his income and still drives a Kia Spectra, despite great professional success.
Investor flows remain inconsistent for Janus Unconstrained Bond Fund, with $39.8 exiting in June.
Dwayne "The Rock" Johnson plays a retired football player turned money manager trying to win professional athletes as clients.
A so-called summary prospectus would provide information about the risks, costs and benefits of the complicated products in a streamlined manner.
