Exchange traded funds have been gaining market share from the mutual fund industry over the years, and much of that attention has been related to lower costs. But a new research report by Morningstar says many ETFs are not, in fact, cheaper tha...

Explaining the importance of estate planning

What you need to know

Using objects to actively transfer values and traditions between generations

A lasting tradition

The fees associated with 401(k) plans are falling, according to a new study by BrightScope Inc. and the Investment Company Institute. Looking at plans that existed from 2009 to 2012, the total costs decreased on average by around 10 basis points...

Ninth Circuit reverses and remands case for recalculation of limited partnership as a going concern

Nadore/iStock/Thinkstock The sandwich generation, or Generation X, is not a focus for top players in the financial services industry, according to a recent Weber Shandwick report. The public relations firm found that only half of the top U.S...

Court finds property was acquired from “related person”