Latest News

Mercer acquires Jackson Financial and $510 million in assets

June 19, 2019

RIA based in Costa Mesa, Calif., brings firm's AUM to $16 billion.

How to suspend Social Security benefits

June 19, 2019

The move can boost future benefits — but beware of unintended consequences.

Tax considerations when gifting stock

June 19, 2019

Investors and their advisers should weigh several factors when contemplating a gift of securities to friends and family.

Doubleline CEO Gundlach sees golden opportunity to hedge market risk

June 19, 2019

Slowing economy and a nervous Fed have advisers rethinking the controversial metal.

Fed scraps 'patient' rate approach in prelude to potential cut

June 19, 2019

Though policy makers didn't alter their target rate, the change in wording seemed to pave the way for an easing move later this year.

Account consolidation preferred more in theory than in practice

June 19, 2019

Cerulli report finds that affluent clients like the idea, but only about a third do it.

Vermont establishes restitution fund for victims of investment fraud

June 19, 2019

Portion of settlements with financial perpetrators would supply the pool.

Galvin plans sweep over pot-related investment fundraising

June 19, 2019

Massachusetts securities cop sees uptick in marijuana-related fraud cases.

Everyone knows the wholesaling model is flawed. Here's what to do about it

June 19, 2019

Wholesalers could evolve — and continue to add value to the process of making investments available to end clients — by focusing more on product education.

Positioning can help 401(k) advisers boost sales

June 19, 2019

Clients may be willing to pay more money for certain services as long as they're positioned correctly.

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