The Warren Effect
Elizabeth Warren presents a conundrum for Wall Street. She is a forceful, well-prepared critic of the financial industry.
Advising International Clients; Looking Beyond Wirehouses: February Research—Slideshow
Serving internationally mobile clients has become a growth industry for financial advisors, as Contributing Editor Ellen Uzelac discusses in Research magazine's February cover story "Advising Across Borders." Another February article, “Fear of Flying,” tells the stories of brokers who left the wirehouse world in order to become registered investment...
White House Appointments of Immelt, Daley Bring Mixed Reaction From Analysts
On Sunday’s This Week with Christiane Amanpour on CNN, a discussion of President Obama’s latest appointments as he reshuffled his staff brought favorable and unfavorable comments from guests.
With the recent market turmoil in the financial sector and global stock markets, corporate-governance issues are front, right and center. This includes greater scrutiny...
Senate Passes AMT Bill
The Senate approved legislation December 6 designed to shield some 19 million American families from being hit by the alternative minimum tax (AMT) this year.
There is no shortage of legislation to reform Social Security, but for anything to pass it must have bipartisan support, Arizona Republican Congressman Jim Kolbe...