IRS releases estate asset allocation data for 2014

Yield-starved investors turn to high-dividend payers to squeeze out some cash flow, but how do you squeeze extra yield out of the market without blowing your risk budget?

REP. Readers Do It by the Numbers 

Change and Opportunity

Independent advisors are warming to automated investment platforms to attract new clients.              

Global assets invested in exchange-traded funds topped $2.97 trillion at the end of June. Yet advisors’ knowledge still lags.            Click to Enlarge Click to Enlarge Next: Robo Rising Click Here to ...

WealthManagement.com recently surveyed over 360 registered investment advisors on their business strategies, investments and economic outlook as part of their annual RIA Benchmarking Report.         Click to Enlarge ...

Charitable planning can give you an edge,  but commitment is key

Affluent investors have confidence in you. You should too.

As a consultant to financial services firms at the turn of the 21st century, Stephen Marsh noticed several of his clients were scrambling to meet new Securities and Exchange Commission regulations requiring firms to archive all electronic...