Valeant Tells Congress a Different Tax Tale Than Investors
The U.S. Senate Permanent Subcommittee on Investigations held its first hearing under new leadership on Thursday with a dive into the U.S. corporate tax code.
Lawmakers Ask DOL to Start Over on Fiduciary Rule
“We feel it is in the interest of our constituents that the DOL repropose this fiduciary regulation,” lawmakers tell Labor’s Thomas Perez.
ABLE Act Passed, but Many Questions Remain
For states deciding whether to host or contract a qualified disability savings account program, there’s a lot to consider.
What Makes an Advisor Blog Great?
Blogging can give a powerful boost to a financial advisor's career—if done right.
How Advisors Should Explore the Social Media Universe
Luddites loathe it; old-school types dismiss it. George Clooney scorns it. Nonetheless, the digital parallel world opens a new frontier of financial marketing and communication.
Stifel Agrees to Buy Barclays’ U.S. Wealth Management Unit
The deal should add some 180 advisors to the company, which recently bought Sterne Agee.
529 Plans: The College Savings Tool Most Families Don’t Know About
About two-thirds of families don't know what a 529 plan is, according to a recent survey. Here's what your clients should know.
Is College Still a Good Investment?
As costs rise and standards sink, helping clients get their educational money’s worth is a growing challenge.
15 Cheapest States for Long-Term Care Costs: 2015
The old saw about “what goes up must come down” obviously wasn’t coined by someone thinking about the costs of long-term care.
8 Best Financial Companies to Work For: Fortune
These financial companies that work with advisors are included in Fortune's list of the Best Companies to Work For in 2015.