Technology is changing the financial services industry and investing to meet the demands of investors for more social interaction, more transparency and lower costs, said Hardeep Walia, co-founder and CEO of Motif Investing during NAPFA’s...

Antoine Walker Needed to Listen to His Financial Advisor Former Boston Celtics power forward and NBA All-Star Antoine Walker talked to Bloomberg's Pimm Fox about how he lost $110 million, spending it on exotic cars, jewelry and handouts to a pos...

 Fifth Circuit reverses Tax Court and reinstates estate’s discounts for fractional interests in artwork—In Estate of James A. Elkins, Jr. v. Commissioner, No. 13-60472 (Sept. 15, 2014), the U.S. Court of Appeals for the Fifth...

Admitting to Fraud An accomplice to jailed Ponzi scheme artist Scott Rothstein pleaded guilty to conspiracy to commit wire fraud for his part of the Florida attorney's $1.2 billion crime. Richard Pearson, 57, of Miami, acted as a broker and rece...

The Financial Planning Coalition is advocating for new regulatory standards for financial planners, but is investor confusion enough to justify more rules in an arguably already overregulated industry? The Coalition, which is made up of the CFP ...

A Rich Afterlife Forbes released their annual list of top-earning dead celebrities last week, and Michael Jackson once again came out on top with $140 million in earnings. Jackson, who died in June 2009, had his second posthumous album release t...

The Second Life How can professional athletes set themselves up for post-sports success? According to a Fortune Magazine report, players need to develop their business strategy prior to retirement. The article highlights Derek Jeter, who retired...

The players may be different today, but the issue is essentially the same: How do two wildly different cultures work together?