Remember that iconic headline that appeared in the Chicago Tribune prematurely calling the election of 1948: “Dewey Defeats Truman.” It was not exactly a Nate Silver moment. (See page 44 for more on Nate.) Interesting fact to know and tell: Wi...

Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal.

With the advent of “QE-ternity,” should you plan for the worst?

House Representative Spencer Bachus (R, Ala.), who’s responsible for the controversial SRO (self-regulatory organization) bill introduced this year, is out as chairman of the House Financial Services Committee, but it doesn’t mean the SRO issu...

The regulatory organization will consider whether advisors should be required to disclose recruitment compensation packages to clients when they change firms.

Rauschenberg eagle lands tax free