How advisors feel right now.
Since the Department of Labor released its final fiduciary rule in April, broker/dealers have been working tirelessly to change their business models and comply with the rule when it t...
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Investors were net sellers of equities in July, according to TD Ameritrade’s Investor Movement Index. The broker/dealer subsidiary of TD Ameritrade Holding said the selling, as well as lower vola...
The 2016 campaign is shaping into one of the most divisive elections in history, and a new study finds that one party has an advantage when it comes to planning for the future. According to Personal Capital’s 201...
Their economic policies have been unmasked. | Copyright Tomohiro Ohsumi, Getty Images
A Clinton presidency would most likely slow economic growth, while a Trump presidency would be a wild card, writes Scott Sumn...
Two thumbs up to his economic team. | Copyright Joe Raedle, Getty Images.
Donald Trump's campaign announced its 13-member team of economic advisors, and the list includes a number of uber-wealthy personal friends ...
An alternative ... investment. | Copyright Scott Olson, Getty Images
The government’s most recent GDP figures provide a gloomy outlook for the year; GDP grew a measly 1 percent in the first half of the year, accor...
Parents (and wealth managers) just don't understand. | ViewApart/iStock/Thinkstock
Firms can do a better job supporting high-net-worth millennials—or at least the advisors who service them, according to a new repo...
Richard Salmen
The CFP Board has elected Richard Salmen, CEO of Northern Financial Advisors in Michigan, to serve as 2017 chair-elect. Blaine Aikin, CEO of fi360, is the current chair-elect who will serve as chair...
They can't all grow up to be Michael Phelps. | Copyright China Photos, Getty Images
While participating in competitive sports can teach youth valuable lessons, it can be costly. Parents whose children participate ...
A clear distinction.
Apex Clearing, which custodies assets for robo advisors including Wealthfront, Betterment, Personal Capital and Robinhood, has partnered with Vanare to offer the white-labeled version of its d...
