Fifteen "Star Wars" Lessons For Becoming A Financial Planning Jedi

Dec 14, 2016

In 1977, “Star Wars” introduced us to Luke Skywalker, a young farmer from a remote world who is thrust into an adventure when he meets Obi Wan Kenobi, a wise and powerful Jedi knight. Over two more movies, we follow Skywalker’s...

American in Russia Returns to Face U.S. Charges in JPMorgan Hacking Case

Dec 14, 2016

Personal information of more than 100 million customers was compromised.

Policy-Based Financial Planning: Linking Financial Life Planning To Actionable Recommendations

Dec 14, 2016

Financial Planning Policy statements can help eliminate emotional choices from financial planning.

The Super Rich Are Getting More Generous

Dec 14, 2016

Major donations by the super wealthy are on the rise, optimistic clients make new year's resolutions and Betterment for Advisors partners with the FPA.

Wells Fargo Fails 'Living Will' Test, Faces Restrictions - Regulators

Dec 13, 2016

Another blow to the embattled San Francisco-based bank.

No Rollover Exception to Funds Withdrawn

Dec 13, 2016

Money removed from IRAs is taxable and part of gross income.

Prudential Stops Distribution of Policy Sold Through Wells Fargo

Dec 12, 2016

Prudential had partnered with Wells Fargo since 2014 to sell MyTerm insurance policies.

Finding a Better Theory to Explain Financial Bubbles

Dec 09, 2016

Answering the question of the great white whale of finance.

TD to Educate Investors on DOL Rule

Dec 09, 2016

TD Ameritrade debuts a new website on the DOL fiduciary rule, financial planning for snowbirds and Trust Company of America introduces a new tax harvesting feature.

U.S. SEC Enforcement Chief Ceresney to Depart at Year-End

Dec 09, 2016

Andrew Ceresney is the seventh top official at the SEC to announce plans to depart since Donald Trump was elected president.