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Motion to block L’Oreal estate trial lacks foundation: Court
Elderly heiress loses bid to stop daughter from challenging $1.4B in gifts to younger man
For NFL rookies, playbook now includes financial advice
Whether they earn the league minimum or a superstar's salary, football players have to know the basics of handling money to succeed financially.
Two years after crash, wealthy still leery of financial advisers
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.
SEC inquiry sacks home health stocks
Shares of home health providers sank Wednesday as an investigation into the industry's Medicare reimbursement practices expanded.
New York’s top court says estates can bring malpractice suits
Overturning state law, New York's highest court this month ruled that estates and beneficiaries can sue estate-planning attorneys for malpractice.
GenSpring nabs wealth management vet to lead California expansion
Mark A. Mushkat, a 20 year veteran of the wealth management industry, comes from Harris myCFO, a unit of Harris Private Bank.
More retirement plans offering self-directed brokerage accounts
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.
Stuck in the middle
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 Lifestages special report, InvestmentNews focuses on the middle years: 40 to 60.
Adjusting to new retirement realities
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
Avoiding a big Roth conversion mistake
There is a downside to a Roth IRA conversion. Whether clients pay tax for 2010 or spread the tax burden between 2011 and 2012, they'll still owe income tax on the pretax money they move from a traditional individual retirement account or company plan to a Roth IRA.
DOL’s 401(k) pitch strikes fear among financial advisers
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.
<b>IN’s Cooper:</b> Why investors will rarely see the gorilla in the room
Rational markets? Hardly. In reality, humans tend to have a narrow focus -- often missing the obvious
Despite tough economy, advisers are still giving
As soon as he heard that 13-year-old Margaret Hurt was in danger of losing the horse she had been riding since becoming sick with leukemia two years ago, Preston Byers agreed to donate $6,000 to help her buy Hoochie.
What do you get for $75M? A ‘poster child of overindulgence’
Listed as a "monument to unparalleled success," the largest home for sale in the United States comes with plenty of space but no carpet, tiles or interior walls. It's up to the future buyer to finish it.
Wealthy U.S. investors less optimistic than foreign peers: study
High-net-worth investors in the U.S. are more pessimistic about the economic recovery than wealthy individuals in many other nations, according to survey released today by Barclays Wealth.
The middle years: Long-term care
There's no single solution for dealing with such a diverse age group. But in this clip from Digital Adviser2Adviser, we look at three key points to discuss with clients -- including long-term care.
TIAA-CREF’s ex-wealth management boss heading for the exit
Maliz Beams, one of the highest- ranking women at TIAA-CREF, is leaving as part of a management reshuffling at the firm, which oversees $426 billion in retirement assets.
Workers relying on ‘guesswork’ in managing retirement plans
Many go by 'gut feeling,' survey finds; most admit they're not saving enough for old age
Pension industry to fight for retirement plan tax breaks: IN’s Schoeff
PAC funding boosts ASPPA's clout on Capitol Hill; 'bigger voice'
