(Reuters) - A panel of investor advocates said on Thursday they were developing a proposal for U.S. securities regulators that will make it easier for retail investors to conduct online background checks of financial professionals before hiring...

All's quiet. | Copyright Chris Hondros, Getty Images Over half of Americans (52 percent) are not currently investing in stocks, according to a new study by Bankrate.com. But it’s mostly because they don’t have the money, with 53 percent ci...

Imagine for a moment that you’re a prominent CPA in town. How many advisors have you met over the years? 100? More? How many have claimed to provide “holistic wealth management” and “high level service?” Probably all...

It's a two-way street. The penchant for passive over active investment management hasn’t been as pronounced among defined contribution plan sponsors; 57 percent of multi-national companies have a mix of active and passive strategies in the...

Just say no. | Copyright Getty Images Iceland is looking at the possibility of changing modern banking as we know it. Stung hard by the financial crisis of 2008, Iceland commissioned a report suggesting that the country’s banks stop “creat...

Whether the responsibility falls to an estate manager, business advisor or wealth management team, creating a professional experience for employer and employee should not be overlooked.