Affluent Investors Prefer Human Advisors—With a Catch: Wells Fargo Survey
Advisors "need to look for ways to have technology complement and augment their relationships with clients," says Joseph Nadreu of Wells Fargo.
Best Broker-Dealers Ranked by Financial Advisors: J.D. Power — 2015
Satisfaction poll by J.D. Power finds a big drop in loyalty as frustrated reps consider their options.
AMG Wealth Partners Buys Big Stake in myCIO
The new partnership with AMG Wealth Partners will allow myCIO to expand its capabilities to a broader client base.
IRS, Treasury Close Alt Investment Tax Loophole
Sen. Ron Wyden applauds the move to "bring the hammer down on these basket options once and for all."
Democrats Float Bill for Free Community College
The bill, based on an Obama proposal, is intended to save students an average $3,800 in tuition and fees annually.
Tax Working Groups Submit Reports to Senate Finance
The Senate Finance Committee's five bipartisan tax writing working groups submitted their reports Wednesday to the committee’s leaders on ways to reform the tax code.
Disgruntled Investors Are a Big Crowdfunding Risk
When the SEC adopted Regulation A+ in March, the new rules exposed companies that raise capital through crowdfunding to new risks.
Foundations, Endowments Buying Emerging Market Debt
Over the past decade, foundations and endowments have repositioned their market exposures away from long-only U.S. equities, according to a new report from eVestment.
Advisors Who Serve(d) Tell Their Stories: Fourth of July, 2015
In the second part of our latest slideshow honoring advisors who served in the armed forces, we present 17 veterans deserving recognition.
Puerto Rico Bonds May Be Hiding in Your Clients’ Portfolios
Investors in muni bond funds or ETFs may have exposure to those bonds, now trading around 64 cents on the dollar, without even knowing it.