Bills on 529 Plans, Small Biz Taxes Head for House Vote
FSI supports the two bills: one to loosen some rules on 529 plans and another to allow small businesses to deduct office equipment.
Opportunity Amid Change: The Outlook for Energy MLPs
Five experts discuss demand for energy master limited partnerships, trends affecting the group and the role that MLPs play in portfolios.
The Best Minimum Account Size: Zilch
That minimum you or your firm has imposed may well be responsible for the industry's awful new account opening statistics.
GOP to Warren: That Dodd-Frank Rollback Was Just the Appetizer
The Republican sponsor of a measure easing a bank regulation is planning to pick new fights in 2015.
Financial Planning Meets Therapy in New Grad Offering
Kansas State University is now offering a certificate in financial therapy that integrates psychological elements with personal finance.
China ETF Demand Overwhelms Quota as Premium Surges
The largest U.S. ETF that tracks mainland Chinese stocks has jumped to a record premium as unprecedented demand forces fund manager Deutsche Bank to all but stop taking in new money.
New Hire Roundup: John Mendez Nominated to Be SIPC Chairman
In another personnel move, Craig Anzlovar has joined Pioneer Investments as fixed income client portfolio manager.
10 Scariest States Ranked by Pension Promises
If the nation had an actuary-in-chief examining state pension systems, he'd have to declare the state of the states “bleak.”
New Hire Roundup: SIFMA Elects New Board Officers
Meanwhile, global law firm Ropes & Gray announced that Debra Lussier has been promoted to a partner in the firm’s private investment funds practice
Schwab Impact 2014 in Pictures: Bettinger, Bernanke and (Not) Bush
With record attendance and high-profile speakers, Schwab’s annual shindig for its RIAs delivered.