Estate Planning for the Modern Family: It’s Complicated, and Advisors Fall Short
Seventy percent of high-net-worth and affluent investors in a UBS survey said they felt financial advice was designed only for "traditional" families.
10 Top Performing Mutual Funds in First Half of 2015: Morningstar
Certain sectors have been on a tear, which has benefited a select group of mutual funds recently, says Morningstar's Russel Kinnel.
LGBT Couples Need Marriage Advice (the Financial Kind)
Now that same-sex marriage is legal nationwide, many gay couples are unsure how to proceed, a Wells Fargo survey found.
Does Gay Marriage Ruling End a Financial Planning Niche?
The workarounds that advisors in many states created to provide same-sex couples with legal benefits now must be unwound.
What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay Marriage
Extensive discussion, and personalization, of a once taboo topic moved public opinion before the Supreme Court ruling.
6 Results if Supreme Court Kills Obamacare Subsidies
The Supreme Court is expected to make a ruling on the King v. Burwell case any day now.
Repealing Obamacare Would Cost $353 Billion Over Next Decade
The new CBO estimate comes as the Supreme Court is expected to decide on an important Affordable Care Act-related case.
SIFMA Lowers Growth Outlook; Sees Fed Rate Hike in September
Despite a negative Q1, "the economy is already getting right back on track," said Ethan Harris, chairman of SIFMA’s Economic Advisory Roundtable.
Supreme Court: Employers Must Review 401(k) Investments
The court has ruled in favor of participants in Edison International’s 401(k) plan who claimed company fiduciaries violated their duty to monitor three retail-class funds.
What Is Good Advice?
One of the best pieces of advice I ever received came while I was working as a taxi driver during college in New York City.