Time for Fine Wine?
The market for many vintages improved in 2016, as more regions worldwide bring more brands to market.
Young Americans Piled Into Some Horrendous ETF Trades Right After the Election
Millennials turned to exchange-traded funds that employed leverage after Trump's win, and that move turned out to hurt them.
CEOs’ Retirement Stashes Seen Flourishing Under Trump Tax Cuts
CEOs are poised to collect an additional retirement windfall if President-elect Donald Trump succeeds in cutting the taxes of the highest U.S. earners.
Wine Merchant Gets 6 Years in Prison for Ponzi Scheme
John Fox ran Premier Cru, a "phantom wine" futures business that cost investors about $45 million.
Madoff Victims Poised to Start '17 With $342M in Payouts
Settlement financed in part by collection from Chais estate; trustee set to disburse as recoveries top $11.5 billion.
Aspiriant Acquires $850M RIA in Silicon Valley, Tops $10B in AUM
With acquisition of RIA Stanford Investment, wealth management firm will have $10 billion in client AUM, says CEO Rob Francais.
Blucora, HD Vest to Add Robo-Services
Some 5 million TaxAct clients will soon have access to the Financial Guard platform but can opt to work with FAs instead.
Can an Algorithm Assess Investors’ Complex Financial Needs?
“The future of financial advice is bionic,” CEO David Siegel of Investopedia said.
Year-End Tax Planning More Urgent as GOP Policy Changes Loom
Since tax policy is likely to change soon in big ways, here are some suggestions for financial advisors working with wealthy clients.
3 Big Complaints About Donor-Advised Funds
Most complaints about the fastest-growing charitable giving vehicle in America are overstated, says Howard Husock of the Manhattan Institute.