BestBequest: Because You Can't Take Your Passwords With You
BestBequest is a way to make client data accessible to a trusted person in case of emergency.
Wells Fargo, U.S. Trust, Raymond James Add Teams From Rivals
Plus, a wealth group of five advisors affilates with LPL Financial in Wisconsin.
9 Worst States for 401(k) Plans
While any company can design a better plan no matter the state it's in, the trends are nonetheless telling.
DC Update on SEC User Fees, an SRO and Third-Party Exams
It will be difficult to enact any legislation in this Congress, but I predict that the RIA user fee bill will gain co-sponsors, including Republicans.
Financial Engines Lawsuit Could Spark Other Robo-Advisor Suits
Financial institutions that offer computer-based advice, or are considering it, should pay close attention to the Financial Engines case.
Cruising Through Retirement on Less Than $18,000 a Year
Retiring on a boat provides adventure, a community of likeminded expats and access to essential needs, all at prices retirees can afford, International Living says.
House Panel Passes Cybersecurity Bills
The House Committee on Homeland Security passed three bipartisan cybersecurity-related bills late Monday.
15 Biggest Political Donors in Financial Industry: 2014
Wall Street banks and financial trade groups have dished out $800 million during the current campaign cycle, Americans for Financial Reform says.
Barney Frank to Testify on Dodd-Frank’s Impact 4 Years On
Former Rep. Barney Frank will testify Wednesday before the House Financial Services Committee on his namesake Dodd-Frank Act’s impact.
Rep. Bachus Backs Waters' User-Fees Bill
Rep. Spencer Bachus, R-Ala., agreed Thursday to co-sponsor a bill to allow the SEC to collect user fees to help boost advisor exams.