Rockefeller & Co., Inc., the wealth management firm that has been looking for a chief executive since the suicide of CEO James McDonald last fall, has changed its name to Rockefeller Financial.
Officials for Silver Bridge Advisors LLC said today they to plan to purchase a San Francisco-area investment adviser, adding that their firm has created a separate entity to better market itself to wealthy families and family offices.
Goldman Sachs Asset Management's effort to expand its small defined-contribution business by offering custom target date funds has caught the attention of advisers.
For financial advisers, the epicenter of the Deepwater Horizon disaster may not be the Gulf of Mexico but Whiting, Ind.
The tide is high, as house sales in the Hamptons surge; plowing market profits 'into real estate'
The Labor Department today issued much anticipated fee disclosure rules for providers of services to employee pension benefit plans.
Investors are taking advantage of a loophole that lets them use their pension money to invest in new businesses -- tax free. But snares await
As one 401(k) provider rolls out enhanced fee disclosures for plans, rivals are keeping a close watch on upcoming regulations that will likely require them to follow suit.
The groups also claim the Labor Department is stepping outside the bounds of ERISA by claiming the authority to define what investments are appropriate for plans
Elderly heiress loses bid to stop daughter from challenging $1.4B in gifts to younger man
Whether they earn the league minimum or a superstar's salary, football players have to know the basics of handling money to succeed financially.
In 2009, only 59% of the millionaires said they had regained trust in their financial advisers, while 56% said they had the same feelings about their wealth management firms and financial institutions.
Shares of home health providers sank Wednesday as an investigation into the industry's Medicare reimbursement practices expanded.
Overturning state law, New York's highest court this month ruled that estates and beneficiaries can sue estate-planning attorneys for malpractice.
Mark A. Mushkat, a 20 year veteran of the wealth management industry, comes from Harris myCFO, a unit of Harris Private Bank.
Defined contribution plans are adding self-directed brokerage accounts as a way of giving participants more choices even as some plans reduce the number of core investment options.
They're in their prime earning years, often saving for their kids' college education at the same time they're forced to support an aging parent (while, of course, trying to save for their own retirements, too.) In this exclusive <i>Lifestages</i> special report, <i>InvestmentNews</i> focuses on the middle years: 40 to 60.
THE SUN IS SETTING on the golden age of retirement. In Europe, where generous retirement benefits have been a bulwark of the postwar social compact, the realities of increased longevity and a bigger population
The Department of Labor's unprecedented move to ask if 401(k) plan advice models should favor passively managed funds over actively managed ones has advisers alarmed that the choice of funds they can recommend to clients will be restricted.
Rational markets? Hardly. In reality, humans tend to have a narrow focus -- often missing the obvious
