Displaying 21886 results
Donald Trump’s tax law could worsen pain of divorce according to new survey
Following a change to the treatment of alimony, respondents said they expect divorce negotiations to become more acrimonious.
ETF alphabet soup obscures market risks
Industry executives call for clearer classification of exchange-traded products after the XIV ETN plummeted last week.
Buckingham Strategic Wealth acquires $350 million Stevens Wealth Management
Addition of Deerfield, Ill., RIA expands Chicago footprint of St. Louis-based $12.6 billion RIA.
Why defined-contribution plan innovation is so slow
Plan sponsors are risk-averse, so 401(k) advisers should highlight the benefits of new concepts while trying to minimize the risk, work and costs.
4 ways to build a 401(k) for baby boomers
Allowing in-plan Roth conversions and periodic distributions are among the changes plans could make to better serve older employees.
Buffer annuities grow in popularity
The products, also known as structured or variable-indexed annuities, have gained market share, and more insurers are rolling them out.
New York adviser sentenced to six months for insider trading
Tibor Klein also will pay $20,000 fine for trading on 2010 Pfizer acquisition.
Active funds shone during sell-off
Equity mutual funds beat benchmarks across the board, with the large-cap growth category doing best.
Inflation bogeyman looms
As stock investors fret about rising rates, this week's CPI report could guide the market's next phase.
Muni money funds show signs of life
Tax-exempt money fund assets have grown almost $7 billion so far this year.
Jim Rogers expects next bear market to be the worst he’s seen
Veteran investor cites the level of debt that has accumulated since the financial crisis.
Social Security accounts get hacked
Setting up an online account is a first step in preventing fraud, but it's not foolproof.
A podcast about podcasting to get your message out
Captrust's John Curry says other RIAs could easily follow his firm's lead in using podcasts as a simple and efficient communications tool.
Massachusetts regulator mulls greater fee disclosure
State-registered RIAs would have to provide fee table for greater transparency
Retirement savers flee stocks as market slides
Over the past week, 401(k) participants have been trading much more than usual, moving from equities into fixed income and money funds.
DC participants with 401(k)s and HSAs have higher savings rates for 401(k) and overall
Report data contradicts sponsors' fears of HSAs cannibalizing 401(k) savings
Minnesota rep barred for no-show over VA trades
Finra was investigating Brett Ashy for unauthorized transaction.
Tax bill’s implications for retirement planning
The new law may change the appropriate mix of tax-deferred and Roth contributions for clients.
Majority of high-net-worth advisers plan more direct investments, Cerulli says
Just 22% say they plan to expand use of outside private-equity funds
Tiny vol products helped fuel market’s slump
Exchange-traded products tied to volatility were a 'major driver' of Monday's mayhem.
