Top 10 Big Trends Among the Ultra-HNW
Knight Frank sees tremendous growth in the ultra-high-net-worth population, among other predictions for the next decade.
14 Best Paying Jobs for College Business Majors: 2014
Thousands of college students graduate every year with business majors, but which jobs offer the best paying career path?
8 Tax Evaders Who Should’ve Known Better
The lineup of tax dodgers includes a vice president, a U.S. treasurer and a federal judge.
10 Big Estate Planning Mistakes of the Rich & Famous
Overlooking estate planning basics can leave heirs facing years of court battles over taxes and who gets what.
Top 9 Biggest Tax Scams of 2013
In 2013, the IRS mailed out fraudulent tax refunds worth $3.6 billion, and these nine were among the worst tax defrauders.
IRS Issues Rollover Guidance
The IRS has issued guidance for employers whose 401(k) plans offer Roth IRA accounts.
IRAs to Hold 35% of All Retirement Assets by 2018: Cerulli
The movement of funds from employer-sponsored DB plans is a natural result of aging baby boomers looking for ways to generate income.
Third of Advisors Will Exit in Next 10 Years
Looking further out, Cerulli said 71% of advisors will leave the business within two decades.
Supreme Court Examines Company-Stock Retirement Plans
Fifth Third Bancorp v. Dudenhoeffer could open the door for more lawsuits aimed at companies offering their own stock in 401(k)s.
5 Messy Financial Firm Breakups—and One Keeping Mum
Sometimes being No. 2, or even No. 1, doesn't guarantee a future with the company.