The fastest growing region for affluent families is Asia.
<i>Breakfast with Benjamin:</i> Buffett doubles down on green. Plus: ECB stimulus gains traction, Apple shares at less than $100, Alibaba IPO risks, when prostitutes become currency traders, and how to buy Scotch for your dad.
Socializing events and meetings with Twitter can up attendee participation and deepen relationships.
<i>Breakfast with Benjamin:</i> Bill Gross' controversial new strategy. Plus: BlackRock CEO Fink calls out leveraged ETFs, nobody can agree on the gold-price decline, dealing with lump-sum pension offers, a solar company that makes sense, and the various forms of a caffeine addict.
A panel of social media experts weigh in to explain the major potential social media holds for advisers.
Investors on a panel at an InvestmentNews retirement income conference said they value the expertise of advisers, especially as they get close to or enter retirement
An adviser who became a client of Dynasty in 2012 has faced two separate series of actions in the past year, most recently a Wells notice from the SEC's California office. Bruce Kelly has the story.
Surprising comments by Fed chief Janet Yellen on rate hikes gave bond markets a bad scare.
The giant insurer is once again anointing a broker-dealer and registered investment adviser network with the AIG name and launching AIG Financial Network.
Insurer offers voluntary lump-sum payments to about 13,500 workers who have left the company and haven't yet started receiving pension payments.
Why did Sterne Agee fire CEO James Holbrook Jr.? Many want to know, especially in light of accusations of all manner of professional hanky-panky at the firm.
A big public offering is a sign of confidence in the equity markets. This year, 169 companies have filed to go public, compared with 256 for all of 2013.
Even sophisticated investors get burned by IPOs. If you can't invest from the start -- and few investors can -- you'll miss most of the early gains.
College savings assets up 20% in 2013: Morningstar
More investors over 50 are firing their advisers and managing their own finances through online platforms, as the myth of tech-illiterate old-timers is debunked.
Advisers must deal with the harsh reality that they are getting older, and so are their clients
Analyst forecasts share repurchase of $1.05 billion, debt paydown of $350 million.
