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...
