The advice industry spends a fortune trying to build better, cheaper mousetraps to allow consumers to invest efficiently but the impact is not important in the context of most people's lives.
It's a familiar scenario. After months (and in some cases years) of contemplation, research and discussions, an adviser has finally decided to switch firms. The adviser is ready to engage with the prospective firms and their recruiters. Now what?
One securities analyst says the brokerag firm, with its rich capital reserves, could be attractive to an investor seeking to boost shareholder value.
<i>Breakfast with Benjamin:</i> Another debate full of heated clashes &mdash; including with the moderators &mdash; but the candidates who rose to the top were not the usual suspects.
A new deal reached by President Barack Obama and congressional leaders would end strategies that retirees are using to get more money out of the Social Security system.
While 60% of men cite spending more time with their wives as one of the strongest motivations to retire, just 43% of women say the same.
A new study from Georgetown University found that working past 15 to 20 hours per week "can harm academic performance."
Congressional budget deal provision could affect current and future retirees.
The new model includes private equity, venture capital, activist investing, gold, timber and collectibles
<i>Breakfast with Benjamin</i>: The economy has historically done better with a Democrat in the White House. Why that is remains a mystery.
Jacob Cooper, founder of San Diego-based RIA Total Wealth Management, built his business to over $100 million in assets and more than 600 clients. Last week, a court-appointed receiver in a case brought by the SEC determined that more than $44 million of those assets are likely lost.
One of Rep. Kevin Brady's ongoing pursuits has been eliminating the estate tax.
The optional features allow for more investor choice and seek to capitalize on strong IOVA sales.
What would you say to your 25-year-old self?
The real-time video platform gives clients another way to get acquainted.
<i>Breakfast with Benjamin</i>: When October's bad, it's usually historically so. But when it's a good month for stocks, the rest of the year is usually a real stinker.
Battle over the Labor Department's proposed fiduciary rule reaches a new level of nasty.
IBDs haven't considered digital advice services as important enough to offer their advisers but that may change next year, with at least a couple ramping up to offer a robo in 2016.
The firm is suspending sales in traditional life insurance and fixed annuity products in the first quarter of 2016.
