Advising the Squeezed ‘Sandwich Generation’
Clients supporting both parents and kids pose unique challenges and opportunities.
Consistent Growth From Committed Companies
Several factors support the case for investing in dividend-paying stocks, experts say.
Top Portfolio Products: Ivy to Launch Two Income Funds With Apollo Credit
Plus, John Hancock Retirement will offer Morningstar’s HelloWallet tool on its platform.
The Case for Charging Both AUM and Flat Fees
Rather than an either/or solution, Deborah Fox's "AUM plus fees for specific services" model provides value to clients while smoothing the advisory firm's revenue stream.
For the Wealthy, It’s Hard to Find Good Help
Family offices are hiring household help for high-net-worth clients — but should they get involved?
Housing Market Mixed: Time to Buy or Hold Off?
Does the decline in new home sales for June and downward revisions for April and May signal that the housing rally is slowing?
James Rothenberg of Capital Group Dies at 69 of Heart Attack
He joined the mutual fund family in 1970 and was a portfolio manager of the Growth Fund of America.
Top 20 States for Private Equity Investment in 2014
Some 3,100 U.S. businesses benefited from private equity investments last year.
SEC Enforcement: Napkin-Eating Broker Settles; Ponzi Funds Used for Porn
Also, a hedge fund manager admits to providing bad data, which affected recording of 552 million shares.
New Hire Roundup: Ex-CBO Chief Elmendorf Back at Brookings
Meanwhile, Royal Alliance adds Quincy Group; MarketCounsel beefs up staff with three new lawyers.