Wealth Management industry news covering the financial markets, trends and wealth professionals.
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The future is now. | Olivier Le Moal/iStock/Thinkstock
Increasing competitive pressures and significant changes are in the works for the wealth management industry, according to a new survey by Forbes, Ernst & Young and SEI Investment Comp...
Revenue matters. | Copyright John Moore, Getty Images
Following two consecutive quarters of earnings declines (for the first time since 2009), “earnings recession” and the drag it could have on markets have become talking points among fina...
The Department of Labor made it easier on Thursday to utilize socially responsible investment strategies in retirement plans covered by the Employee Retirement Income Security Act...
Keep making X's. | Goldfinch4ever/iStock/Thinkstock
New college graduates are going to be working well past age 70, according to a new study from NerdWallet. The research notes that rising housing costs and student loan debt have pushed t...
• Proposed regulations regarding tax imposed on U.S. citizens and residents relating to gifts and bequests from certain expatriates—The Internal Revenue Service has published proposed regulations under Internal Revenue Code Section 2801...
Think before you use that cashtag. | Copyright Andrew Burton, Getty Images
Market Prophit, a company that crunches social media data looking for trends, is getting into the stock market game. The firm is looking for an advisor to create a ...
The White House said on Tuesday that President Barack Obama intends to nominate Hester Maria Peirce and Lisa Fairfax to be commissioners of the U.S. Securities and Exchange Commission...