Someone at 20th Century Fox has decided (wisely) it's time to bring Gordon Gekko back. In a sequel to 1987's Wall Street, Michael Douglas will again play the now aged corporate raider, fresh out of jail and resuming his machinations on a global...
Registered Rep.: You're a golfer. Best golf course in the Omaha area? Todd Feltz: Shadow Ridge Country Club. RR: Ever let a client beat you? TF: Plenty of times, but you have to be careful.
INSURANCE IN THE HOUSE Financial advisors and their small-business clients don't often look into the wealth-accumulation benefits of incorporating a captive insurance company (CIC) into their businesses, but they should.
As everyone knows, the SEC isn't going to fight the U.S. Court of Appeals vacating the broker/dealer exemption, allowing reps to act like registered investment advisors (fiduciaries), provided certain stipulations and etc.
Medicare may be the last resort, but you still need to know how it works, and get familiar with private insurance options as well as less traditional strategies for payment.
Trusts & Estates is pleased to announce the formation of a new editorial advisory board committee on valuations. We are honored to have these experts to serve: Radd L. Riebe (chair) Riebe is a managing director in the Valuation & Financial...
Robeco Investment Management, a unit of the largest independently owned money manager in Europe, snatched up four American asset managers and is now targeting U.S. retail financial advisors for the first time. Will advisors bite?
Best-selling author Peter L. Bernstein explains how heretical, academic research has become investing orthodoxy. And yet, Modern Portfolio Theory is under attack from behavioral finance theorists. Who is right?
