President Barack Obama's reelection to another four-year term sets the stage for a broad and significant impact on financial services and the wealth management industry.
Author Jonathan Bergman, vice president of Palisades Hudson Financial Group, in Scarsdale, N.Y., discusses various hypotheses of how the Romney trust reached $100 million.
The U.S. Supreme Court decision to uphold the constitutionality of President Obama’s healthcare reform legislation also makes final, at least for now, a provision to raise taxes on dividends. Here's what investors need to know.
Many industry propeller heads have expected an exodus of advisors out of the wirehouses as the golden handcuffs loosened this year. But our annual Broker Report Card Survey shows that, with the exception of Morgan Stanley, most advisors at the national brokerages feel just fine where they are.
Top advisor Ron Carson launched a new initiative to give advisors access to his investment platform, and he expects it to more than double his AUM next year.
Andrea C. Zakko reports on a recent court decision and why it's not always wise for lawyers to throw everything but the kitchen sink into their claims.
Much has been written about the looming fiscal cliff, a combination of tax increases, expirations and budget cuts set to take place in 2013. Analysts believe that if Congress fails to enact legislation that would extend or change these laws, the United States will hit a fiscal cliff, which may push the economy into another recession.
Should Your Retiree Take the Lump Sum? Or Go with a “Pension Annuity?”
By Mark Miller
Leon LaBrecque is one busy financial planner; meeting non-stop this summer with retirees from Ford Motor Co. and General Motors to help guide them through one of the most important financial decisions of their lives: whether to accept a lump sum buyout of their pensions.
