The Buffett Approach to Taxes
Tocqueville Asset Management’s Sicart warns that hiding from the taxman is futile — but postponing taxes, as Berkshire Hathaway does, is profitable.
Technology Will Continue to Transform Independent Advice, and Advisors
The history of the independent advice model confirms that technology empowers independent advice. It will continue to do so.
30 Best Big 401(k) Plans: BrightScope
These $1 billion-plus 401(k) plans saw higher participation, deferral rates and average balances in 2014.
SIFMA Chief Slams CARDS Plan
At a press briefing, SIFMA President and CEO Ken Bentsen Jr. didn't mince words when it came to FINRA's controversial data collection plan.
FINRA Responds to SIFMA's Latest Critiques of Proposed Data System
Industry trade groups raise fresh concerns with latest plan to collect broker-dealer account data through Comprehensive Automated Risk Data System.
High CEO Pay Equals Low Corporate Performance: GMO Report
A savvy portfolio manager wants to buy shares of companies focused like a laser beam on maximizing shareholder value, right? Not so, says GMO.
Get Ready for Clients Who Keep Living
Four scenarios for longevity and financial advice.
The Fastest Growing Retirement Plan You Never Heard Of
Cash-balance plans now have one-quarter the assets of 401(k)s, grew 22% in 2012, and appeal to small-business owners like doctors and dentists.
What Pro Sports Drafts Teach About Investing
Sports are not merely recreational but educational, according to Research Affiliates analysts, who derive some insights from the experience of baseball and soccer franchise owners.
5 Market Investing Tips for Rest of 2014
The strongest performing groups in the equity sector so far in 2014 could be promising in the coming months.