Risk-protection strategies are proving to be popular for advisers to recommend to their skittish clients, but haven't gained traction among the majority of robos
By allowing prior-prior year financial data, paperwork can be submitted earlier and schools will likely give parents notice about awards sooner.
Advisers must be prepared to give reasoned answers about moving to cash during market volatility.
To thrive as a profession, we need to better demonstrate what it means to be a profession by putting our clients' interests before our own
Consider expenses beyond the sticker price to determine what a higher education will really cost.
<i>Breakfast with Benjamin</i> Pimco finds itself in choppy waters without Bill Gross at the helm.
<i>Breakfast with Benjamin</i>: The swelling gap between public and private valuations is making REITs a sweet target.
Bill Gross says if the Fed raises interest rates this month, policy makers are increasingly likely to wait at least six months before a second hike. Market measures indicate the wait may be twice that long.
Edmond Walters, founder and CEO of the financial planning software firm, has resigned effective immediately, months after the firm was acquired by Fidelity, which said the firm's operations will continue without interruption.
Moves in and out of alts seem to be based on market volatility and fees rather than a long-term strategy.
Ohio firm Carnegie Investment Counsel's move to the suburbs increased productivity and convenience for clients, according to Gary P. Wagner, a principal of the firm and its chief operating officer.
The Boston retirement-services giant is giving its clients a new option for planning for the costs and risk of living longer by making deferred-income annuities available for retirement plans. <i>(See also the <a href="http://www.investmentnews.com/gallery/20150821/FREE/821009999/PH/top-10-annuity-sellers-in-the-second-quarter" target="_blank">Top 10 annuity sellers in the second quarter.</a>)</i>
Paying for health care has rarely been considered a major threat to retirement budgets, but with health care inflation driving costs higher, increased longevity and Medicare means-testing imposed on higher-income retirees, that's changing fast.
Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.
Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.
Possible speaker of the House of Representatives understands issues important to advisers better than most lawmakers.
Forget China and the Fed. Washington becomes the focus with Sept. 30 deadline for funding looming.
A September hearing and possible riders attached to a spending bill could thwart DOL's efforts.
<i>Breakfast with Benjamin</i>: Investment manager Joseph Zada could face 20 years in prison after being convicted for bilking ex-Detroit Red Wings star Sergei Fedorov (pictured) out of $43 million.
The smart management of outstanding mortgage payments is critical, even for high-net-worth homeowners.
