Though the individual income tax return is a window into the past, what it reveals can shape savings and investment strategies into the future. Advisers can mine the 1040 for information and savings ideas for clients.
Drag the vertical slide left and right to compare how life has changed since 2000, the last time the popular index hit 5,000.
'Abe-enomics' joins quantitative easing with corporate patriotism
Twitter reacts to Morgan Stanley's 'Margin Games' Hunger Games parody.
Knowledge about diversification, restrictions and concern about lawsuits drive decline.
<i>Breakfast with Benjamin</i> A record Merrill Lynch signing bonus might have pushed its monetary limit. Plus: Loving European stocks but hating the euro, taking a fresh look at gold, and protecting the nest egg from rising drug costs.
Commissioner says administration ignores industry's stiff oversight by market regulators.
Millennials, robo-advice and female clients top the IBD agenda.
Firm claims former adviser was a “Trojan horse” funneling business to his new firm, RCM Wealth Advisors, before he joined.
Payroll tax contributions exceed lifetime benefits for most workers.
The high price of elder care, longer life spans of retirees and persistently low interest rates are wreaking havoc in this corner of the insurance business.
Sen. Boozman and Rep. Crenshaw say Labor Department should wait for SEC to act, claim rule will significantly hurt lower-income clients.
Payroll tax contributions exceed lifetime benefits for most workers. <i>(Hear Mary Beth Franklin <a href="https://home.investmentnews.com/clickshare/eventPurchase.do?CSProduct=investmentnews-event&CSEventId=1204" target="_blank">answer advisers' questions on Social Security</a> today at 4 p.m.)</i>
Families may get to pay for computers again with these popular college savings accounts.
An increasing number of financial advisers are <a href="http://www.investmentnews.com/article/20131013/REG/310139963/the-why-and-how-of-blogging" target="_blank">blogging to connect with new and existing clients.</a>
Team partners with Dynasty Financial Partners to found Mosaic Family Wealth
Run-up of DIAs in recent years points to a new retirement income stream for clients. <b><i>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20150222/ANNUITIES2015" target="_blank">Our full special report on annuity strategies</a>)</b></i>
Issue becomes distraction from president's broader plan to expand and simplify tax breaks for education
Advisers flock to firm's broad range of products while competitors see only select interest.
IBD inks deal with Southwest financial services company Zions Bancorporation, adding 50 reps and advisers.
