We'll take the middle one. | Copyright Matt Cardy, Getty Images
Investment advice is more than telling your clients "no" to those supposed big-ticket money pits like buying a boat or installing a pool at their homes. It's about understandi...
The Financial Planning Association’s board of directors elected Houston-based advisor Shannon Pike to serve as the organization’s next president-elect and three additional board members during its annual conference in Boston.
Shannon Pike, new...
Gone sailing.
Principal Financial Group may be retiring Eddie, the firm’s advertising mascot for the past 10 years, but the “every man” cartoon character should be able to enjoy his golden years thanks to the financial planning advice he a...
We're color blind. | Copyright Neilson Barnard, Getty Images
Recent court papers allege that Flynn Family Office, a Manhattan-based financial firm with a number of celebrity clients, fostered an environment of racism and sexism, according ...
Yield.
Consumers can’t always trust the advice they get from Social Security, Money magazine’s Philip Moeller reports. Many investors utilize the “start-stop-start” method when taking their benefits, which basically equates to claiming Soc...
Savage capitalism? | Copyright Franco Origlia, Getty Images
Pope Francis is expected to visit New York next week, the very heart of the financial world and home to Wall Street financial services firms. But even though the Pope has repeated...
Barry Ritholtz and Josh Brown
The longer clients stay with Ritholtz Wealth Management, the less they will pay. The 2-year-old firm, run by Barry Ritholtz and Josh Brown, announced this week that they were implementing a policy of lowering ...
Putnam Investment's 2015 Financial Advisors and Social Media Survey from Putnam Investments
More advisors are starting to see the value of using social media. According to a recent survey of over 800 advisors by Putnam Investments, 81 p...
The U.S. Federal Reserve kept interest rates unchanged on Thursday in a nod to concerns about a weak world economy, but left open the possibility of a modest policy tightening later this year...
