Here's the key: Thinking through what happens in the event of a divorce, death or breakup.
Snares abound for parents who are eager to take on additional debt in the name of sending their children to their dream school.
A new variation offers an option for saving for disabled children.
New multialternative fund seen as endorsement of alts, while pressuring fees
Janus fund manager says impact of falling oil prices could hinder Fed, but former central bank chief says focus will be on momentum.
Some of the biggest adviser moves in 3Q were teams who left wirehouses to join firms that offered company shares for those willing to take the risk. <i>Plus:</i> Check out <i>IN</i>'s <a href="http://data.investmentnews.com/aotm/" target="_blank">Advisers on the Move database</a>.
William J. Stromberg to become CEO Jan. 1; Kennedy to retire at annual meeting in April 2016.
Trends can be tempting and tough to ignore, so knowing where to look for opportunities others are missing is key.
Nearly a quarter of retirees 85 and older are dying with assets of less than $10,000
<i>Breakfast with Benjamin</i>: Retail brokerages are shut out of the SEC's advisory committee for market reforms to protect retail investors.
Despite lackluster sales of commission-rich products, 2014 revenues grew in line with the broad market. What does 2015 have in store? </br><b><i>(Plus: <a href="//www.investmentnews.com/section/specialreport/20150426/IBD042015"" target=""_blank"" rel="noopener noreferrer">Our full Top Independent B-Ds of 2015 special report</a>)</b></i>
In-depth research and new partnerships are needed to investigate the rational and emotional ways investors think about money, investing and their advisers.
Remember that the buyer who may be willing to pay the most financially may not always be the best fit.
Maine program offers potential model.
Just 47% of multimillionaires ages 18 to 34 use an adviser, a new study finds. That means wealth managers may be missing opportunities to discuss health, family and financial values with those and other potential clients.
<i>Breakfast with Benjamin</i>: The NFL gives up its tax-exempt status, and estimates suggest the league's tax bill could be $10 million per year.
Agencies need a better handle on manipulation by clever traders with computer skills
Plan advisers need to make sure they can properly service MEPs and are not just dazzled by the idea of adding dozens of new clients.
Advisers and accountants are taking a look back at 2014's results and thinking about what they can do better for 2015.
But this creative claiming strategy stumps some Social Security Administration employees.
