How advisors feel right now. Since the Department of Labor released its final fiduciary rule in April, broker/dealers have been working tirelessly to change their business models and comply with the rule when it takes effect next year. But a N...

(Bloomberg View) -- Imagine an entire enterprise set on course for disaster, driven by the owner’s arrogant pursuit of profit. The members of the management team, from the CEO on down, know better but fail to resist or are ignored. The...

Ignoring the emotional aspects of wealth is a mistake.

These changes impact family governance, how existing trusts are interpreted and how new documents should be drafted.

Click to enlarge. Investors were net sellers of equities in July, according to TD Ameritrade’s Investor Movement Index. The broker/dealer subsidiary of TD Ameritrade Holding said the selling, as well as lower volatility in widely held names (l...

For a long time, reverse mortgages were viewed by most clients and advisors as an expensive, complex and risky tool that put homeowners in danger of “losing the house.” They were often peddled on TV during cut-rate advertising...