They may look good at first, but some hot new indexes could turn out to be rotten apples
2015 could be the year smart beta converts naysayers, as investors face market head winds that make returns hard to come by. </br><b><i>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20150201/SMARTBETA2015" target="_blank">Our full smart beta special report</a>)</b></i>
Online broker says it can help advisers attract and keep younger clients.
Plenty of paperwork and pain await taxpayers and accountants this year. Here are the biggest pitfalls to watch out for.
Advisers crucial to the fund giant's expansion into active management, mutual funds
Families may get to pay for computers again with these popular college savings accounts.
<i>Breakfast with Benjamin</i>: Retail sales are not supposed to slump when gas prices are low, so where's that money going? Plus: Larry Summers advises the Fed against hiking rates, how to use good food to attract new clients, and rich people get another cool perk just for being rich.
Self-styled 'Deficit Owl' believes government can spend as much as needed to spur economic growth, get to full employment.
Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.
With the five-year period satisfied, you could meet the requirements for qualified distributions
Issue becomes distraction from president's broader plan to expand and simplify tax breaks for education
Today's <i>Breakfast with Benjamin</i> features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.
According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.
New government research says some broker practices are costing investors $8 billion to $17 billion a year, and the White House may now support tighter oversight of brokers who handle retirement accounts.
Three potential financial planning issues you might have to handle if president's proposal becomes law.
Most advisers don't appreciate the critical role sites play in bringing on top clients.
In budget proposal, president to offer companies system they have sought but on less favorable terms.
The IRS should re-examine its budgetary priorities and direct more of its shrinking resources to taxpayer guidance and assistance
Investors, particularly those in their 30s, should aim for this target rate in order to retire comfortably.
The ex-champ has filed suit against his ex-financial adviser, claiming he embezzled $300K and cost the boxer millions in lost income. Oh yes — Iron Mike's also suing Live Nation.
