• New law enacts consistent basis reporting rules and new reporting obligations for executors—President Obama recently signed what’s known as the “Highway Bill” (Surface Transportation and Veterans Health Care Choice...
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...
The WealthManagement.com Industry Award program is the first of its kind to acknowledge excellence among vendors and suppliers serving the financial advisor community...
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...
Make the call.
Financial Engines announced Wednesday that 401(k) plan participants can now call a Financial Engines advisor for no additional charge, regardless of whether or not they use the company’s investment advisory services. Similar...
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 ...
