Recommendations include staying in jobs longer, moving to less expensive houses and even relocating out of state.
Stephen Eubanks of Hingham, Mass., claimed to be an RIA running a hedge fund.
Wealth Design Services in Rochester, New York, also provides tax services.
Investors are increasingly shifting their money to passively managed strategies.
Cincinnati sister-brother team and duo in Michigan shift firms.
Wealth Partners Capital buys into Forbes Family Trust, MAI Capital and EP Wealth Advisors.
About 40% of the tax cut would go to the top 1% of earners, who'd see an average after-tax gain of 17.8%, new study says.
In his first major speech as agency chairman, he says a guiding principle is 'long-term interests of Mr. and Ms. 401(k).'
Legislation would require brokers to 'avoid, disclose or otherwise reasonably manage' conflicts of interest.
Matthew Calenza forms Boulevard Family Wealth RIA.
James Denholm III launches IronBridge Private Wealth in Austin.
Claimants wanted $3 million for alleged fraud, churning and negligence in bond trades
Though the House version would repeal the 3.8 percent tax on net investment income and 0.9 percent Medicare surtax, the Senate is trying to win over moderate holdouts.
LPL is eliminating some bonuses, while Raymond James is trimming compensation in its employee channel for those producing more than $300,000 in revenue.
The settlement, if approved, would be among the largest in cases alleging enrichment due to use of proprietary investments.
The plaintiff claims the plans were "loaded" with proprietary mutual funds, and 98% of the investable assets were held in company-affiliated investments.
Eligibility rules are more lenient for the survivors of young workers because of their brief careers.
Advisers preparing new financial plans are flying blind when it comes to clients' health-care needs.
The acquisition is a vote of confidence in the utility sector's ability to deliver a steady, predictable flow of income .
Employers can avoid headaches by not exercising control over the health savings account process.
