Wealth Management industry news covering the financial markets, trends and wealth professionals.
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A monthly benchmark of financial advisors’ confidence in the economy and markets. A reading below 100 indicates pessimism, over 100 indicates optimism.
REACTIONS FROM PANELISTS
“Barring a terrorist attack or geo-political disaster in the E...
• District court holds that ex-spouse beneficiary is obligated to pay share of tax related to insurance under Internal Revenue Code Section 2206—In Smoot v. Smoot, a case in the U.S. District Court for the Southern District of Georgia ...
Another insurance company is buying a financial services technology startup.
John Hancock announced Tuesday that it acquired Guide Financial, a San Francisco-based company that creates automated financial planning tools, for an undisclosed amo...
In recent weeks, hedge fund mangers have taken a beating—not to their portfolios, but to their public image. CNBC reports that both President Obama and presidential candidate Hillary Clinton criticized hedge fund managers for paying relativel...