Goal-based planning significantly helps people save money, according to the 8th annual America Saves study released Monday by the Consumer Federation of America.
The survey of 1,009 adults found that those with a specific plan to reach their per...
Greenbook for fiscal year 2016 released—The Obama administration released its 2016 budget proposals, known as the Greenbook. The following is a summary of the items that are most relevant to estate-planning professionals. Bear in mind...
The world of mergers and acquisitions (M&A) enjoyed a frenetic burst of activity in 2014. Transactions reached $2.8 trillion in the first nine months of the year – a rise of 34 percent on the same period last year and the highest volume...
It's not a fair fight. | Christos Georghiou/iStock/Thinkstock
Based on the Current Population Survey from the Bureau of Labor Statistics, women working as personal financial advisors earned 61.3 percent of what their male counterparts earned...
President Barack Obama threw his support behind the Department of Labor’s proposed fiduciary rule Monday afternoon, saying new uniform rules are needed to ensure financial advisers always act with their clients' best interest in mind...
The former CEO of Royal Alliance came out of retirement on Friday to launch an independent, New Jersey-based firm that will act as a super-OSJ in partnership with First Allied Securities...
You're looking at him. | OSTILL/iStock/Thinktock
While advisors and their clients may look closely at oil prices, interest rates or what’s happening in Greece to have a big impact on their portfolios, the biggest threat to an investment port...
The U.S. Securities and Exchange Commission had an "unprecedented year" in enforcement actions, both in the number of cases and subject matter, Chair Mary Jo White said Friday...
Former American Realty Capital Properties Chief Accounting Officer Lisa McAlister has dropped the $50 million lawsuit against ARCP, its former Chairman Nicholas Schorsch and former CEO David Kay, according to a filing in the New York State Supreme...
