Merrill Edge Reportedly Developing A Robo

Nov 09, 2015

The next robo? According to two anonymous sources cited by Bloomberg, Bank of America’s Merrill Edge has put dozens of employees to work on a robo advisor prototype that will service accounts with less than $250,000. Bank of America plans ...

United Capital Expands Retirement Business

Nov 09, 2015

United Capital recently expanded its footprint in the retirement business by acquiring Maryland-based PSA Insurance & Financial Services' $1.1 billion in plan practice assets...

A Father, A Son and Same-Sex Marriage

Nov 06, 2015

The past collides with the present for same-sex couples

The Top 10 Tax Havens in the World

Nov 05, 2015

The Tax Justice Network (TJN), a UK-based advocacy group, recently published the 2015 edition of its biannual Financial Secrecy Index, wherein it ranks the top 10 most financially secretive jurisdictions worldwide. According to the TJN...

Fighting Back on Social Media Market Manipulation

Nov 05, 2015

The good ole days. Pump-and-dump schemes have taken to the internet. Fintech firm HedgeChatter has come up with a way to combat stock price manipulation on social media and message boards. The firm has launched a filter that screens chat ...

Investing in the Common Good

Nov 05, 2015

To each her own. | Copyright Mario Tama, Getty Images Some wealth management firms are developing platforms for providing specialized socially responsible investing for their clients, according to Institutional Investor. Morgan Stanley, fo...

Delaware: Free Port for Art Storage?

Nov 04, 2015

It may work for sales and use taxes, but income and estate taxes are another issue