Tavakoli Turns Her Fire From Crony Capitalists to Muslim Fundamentalists
New book by structured finance expert discusses the ‘Unveiled Threat’ of a woman who knows how to follow the money.
Under the Hood: What You Need to Know About Wills, Pt. I: The Checklist
Financial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.
U.S. Pensions Pulling Back on Alts as Rest of World Piles In: Survey
The view on alternative investments is one of several areas where U.S. institutional investors diverge from those abroad, a study found.
Mobile Financial App Users More Likely to Report Big Returns: Fidelity
Plus, the majority say they do mobile investing and research in the bedroom or in front of the TV.
Post-Recession Corporate Giving Increased at Biggest Companies
Sixty-four percent of the world's biggest companies increased their corporate philanthropy from 2010 to 2013, according to a report.
IRS Boosts Retirement Plan Contributions for 2015
The IRS announced cost-of-living contribution increases for pension and other retirement plans for 2015.
New Hire Roundup: Northern Trust Welcomes Marsh
Meanwhile, LIMRA has hired Dr. Betty Moon as managing director of Bank Insurance and Securities Research Associates.
TD Ameritrade Goes Its Own Way on Robo-Advisors, With a Twist
Custodian offers resources for RIAs to build or choose a robo-provider, but Tom Nally urges advisors to consider matching services with fees.
Don’t Let Clients Take Their Passwords to the Grave
Digital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.
Former PIMCO Parent Pacific Life Moves Accounts to Janus
Pacific Life is moving some money to Bill Gross’ new firm, Janus, which said the decision pre-dated Gross’ exit.