Estate Planning

Massachusetts Appeals Court orders husband to pay 60 percent of his share to ex-wife

Risk vs. reward

Someone had to be first. Folio Investing and Folio Institutional announced Tuesday that it would be the first broker/dealer to offer NextShares, the actively managed funds that look like exchange-traded funds, directly to individual invest...

Build a better relationship with your clients and their descendants

That's one idea. | Copyright Max Whittaker, Getty Images Many of the investment innovations cooked up for big institutional players (think pensions, endowments, insurance companies) eventually roll down to the retail channel; consider liab...

Better and more efficient planning for clients

Estate planning has truly evolved over the past 20 years.

Risk alert. | Copyright Chip Somodevilla, Getty Images The Securities and Exchange Commission is warning broker/dealers that their guardrails around selling so-called structured notes are, almost without exception, weak. The commission iss...

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