Scott Curtis, president of Raymond James Financial Services, talks about the importance of manners, the habits he utilizes to successfully make it through the day and winding down the day with a glass of good wine.
Schwab confirmed that 60 percent of assets invested with its robo-advisor, Schwab Intelligent Portfolio, will be allocated in "smart beta" ETFs but will not have a minimum allocation requirement for its institutional product....More
BlackRock Inc agreed to pay $12 million to resolve U.S. Securities and Exchange Commission charges that a unit failed to disclose a conflict of interest created by the outside business activity of a top portfolio manager....More
Wall Street's leading trade group went to battle on Monday against two top U.S. stock exchanges, arguing they should not have leeway to hike the fees they charge traders to access crucial proprietary equity market data....More
The estate of media mogul Joe Allbritton and his widow, Barbara, are challenging the Internal Revenue Service on a $40.7 million tax assessment for the alleged distribution of $140 million worth of company-owned art to the Allbrittons....More
Earlier this year Fidelity got a lot of attention with its proposal that those making even less than $150,000 a year could still save over $1 million in their 401(k) accounts, if they started early, saved north of 10 percent of their income, got matching corporate funds, invested in stocks, and never cashed out....More