Buying just the exchange-traded funds would add $36 billion in assets to its PowerShares family
Squabbles over the budget, debt ceiling could roil your clients' investment portfolios.
A newly retired couple would need $275,000 for medical care throughout retirement, according to Fidelity.
Cleveland office fired him last year for possible market manipulation
A dramatic shift in the market share of IRA-sold versus non-qualified variable annuities is starting to play out.
One explanation is that they're staying much healthier than other Americans.
John R. Edgecomb Sr. spent 37 years at Merrill, where his son joined him in 2007.
The point of the kiddie tax is to avoid parents transferring income to their children and reducing their total tax cost.
Advisers need to provide investors with clear, useful information on annuities in order to dispel inaccurate perceptions.
Low plan participation, the need for good advice and strong job security among teachers present a big opportunity for advisers.
A good financial adviser — or, better yet, a team of them — would provide a sense of perspective and calm that would hopefully prevent this winner from following in the footsteps of so many past winners who wound up broke in just a few years.
From its origins with Lutherans, the world's largest fraternal organization now aims to serve 'middle America.'
Over an eight-year period, the B-Ds failed to properly supervise sales charge waivers to clients in retirement plans and charitable organizations.
With $243 billion in assets, CAPTRUST continues to grow on its own terms.
Teaching 401(k) plan participants good decision-making does work, but only with a radically new approach.
According to the lawsuit, agents being recruited away have been encouraged to create contact lists and download data on flash drives to later solicit clients.
