Inherited IRAs being impacted by bankruptcy is a remote event, but advisers and clients should still be prepared
Nicholas Schorsch continues to add midsize independent broker-dealers to the Cetera Financial Group Network, and on Wednesday night announced plans to acquire Girard Securities Inc.
The rigors of working full-time surprised the youn adviser, who moved to Virginia from New Jersey last May to become an associate financial planner at FJY Financial.
Top performance in 2014 combined with Gross' Pimco exit draw investors to the tune of $3 billion.
In the second major adviser tech acquisition of the day, SS&C Technology said it agreed to pay $2.7 billion for Advent Software Inc., whose portfolio management software is widely used by advisers.
In Friday's <i>Breakfast with Benjamin</i>, new research pins the 2008 financial crisis on reduced government debt thanks to the budget surplus during President Clinton's tenure. Plus: Big Oil starts to crumble, St. Louis scrambles to keep the Rams in town, and biology meets personal finance.
Ida May Fuller paid in $24.75. Guess how much she got out?
Today's <i>Breakfast with Benjamin</i> features the case for investing in Russia looking great, at least on paper. Plus: Hedge funds are still shorting oil, will the big snowstorm close the financial markets, and how to pick the right IRA for your clients.
Add one to your bookshelf and refer clients to the other.
Here's how to prevent state-level taxes from taking a large bite out of clients' holdings.
Sales of REITs and other non-liquid alts at Schorsch-related firm decline 7.6% from 2013.
529 plans ranked by 2Q2014 assets, including both direct-sold and adviser-sold plans.
The Boston fund giant will acquire eMoney Advisor, a top financial-planning software manufacturer, in a move that could resonate as one of its most potent adviser-technology deals to date.
How many rules does Social Security have? Try 2,800-plus
More than half of U.S. households don't have enough saved for retirement, Center for American Progress finds.
College planning would change under president's reforms to education tax code.
The hottest topics to keep tabs on in the independent broker-dealer space
Medical device firm accused of Medicare fraud; lawyer denies charges, says complying with federal probe.
Keel Point partners with BlueCreek Investment Partners to form $1.5 billion firm, aiming for $5 billion.
These are the bets that saved or ruined portfolios in 2014. Beware: There's absolutely no guarantee they'll do the same thing next year.
