4 Things Advisors Need to Know When Switching to ETFs
There are important differences with mutual funds that need to be considered by advisors.
Top 20 Richest Colleges of 2014: The Biggest Endowments
Healthy investment returns allow schools to fund a larger portion of their budgets from endowments.
10 Best & Worst States for Low-Income Taxpayers
State and local taxes are surprisingly regressive in some states, the Institute on Taxation & Economic Policy and WalletHub report.
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2015
Overall satisfaction is stagnant across full-service broker-dealers, the survey finds.
Top 10 Smartest States for Financial Literacy: 2015
Residents in these locales have a head start on planning and saving, according to WalletHub.com.
10 Best States for Retirement: 2015
Crime, weather and taxes factor into how the states stack up.
6 Predictions for Markets, Industry in 2015: CFA Institute
Late last year, the CFA Institute surveyed members about what 2015 held for markets and the industry. Here's how their predictions are playing out.
8 Tax & Investing Tips for Advisors’ Wealthy Clients
Kimberly Foss of Empyrion offers ways to cut the amount owed Uncle Sam and build up the portfolio.
Top 6 Weirdest Tax Loopholes
A list of some of the strangest gaps in the U.S. tax code.
IRS’ 12 Tax Scams to Avoid in 2015: The Dirty Dozen
From lower-income taxpayers to the ultra-high net worth, anyone can fall victim to a tax scam — or perpetrate one.