Planning Challenges Persist for LGBT Clients Despite Marriage Ruling
At Pride Planners conference, experts discuss the remaining legal, estate planning and advocacy issues for LGBT clients, married or not.
Top 10 States With Fairest Taxes
WalletHub compared tax data with taxpayer sentiment to find which states have the fairest tax system.
SEC: ‘Financial Myth Buster’ Dawn Bennett Spun a Myth About Her Firm’s Assets
The host of a radio show, "Financial Myth Busting With Dawn Bennett," and her firm are accused of inflating their AUM.
Outgoing SEC Commish’s Chief of Staff Named to Credit Rating Post
Smeeta Ramarathnam, Luis Aguilar's chief of staff, will work in the Office of Credit Ratings; Commissioner Gallagher plans to leave by Oct. 2.
Bill Gross: ‘50-50’ Chance of Rate Hike as Jobs Numbers Released
Gross sees a 50-50 chance the Fed will raise rates on Sept. 17, with “China and global conditions” being the “dominant factor.”
Which Wirehouse Tops LPL’s List of Recruited Reps?
The independent broker-dealer is adding a sizable number of teams and advisors from one firm in particular.
Should Advisors Change How They Charge?
Over time, good financial advice can make a difference of hundreds of thousands of dollars to clients — and so can how it's paid for.
Is Using Big Data Price Optimization — Or Price Gouging?
Insurance provides a valuable bulwark in case of loss, but also allows clients to sleep at night. Peace of mind is worth a premium — but how much?
Northern Trust Hires Ex-Mercer Exec, Behavioral Finance Expert
Northern Trust Asset Management has hired former Mercer and World Bank executives to help build out its retirement solutions business.
10 Most Expensive States for Retirement Health Care
HealthView Services’ advisor- and physician-reviewed methodology projects retirement health care costs based on data from 50 million health care cases.