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.
Munis Meet Milken as Hedge Funds Dictate Puerto Rico Terms
Puerto Rico is getting a thorough introduction to Michael Milken’s junk-bond world as it increasingly relies on some of the financial industry’s most aggressive players.
Sen. Warren Slams SEC Chief for ‘Broken Promises’
Sen. Elizabeth Warren, D-Mass., lambasted SEC Chairwoman White in a 13-page letter about her “broken promises” of agency action on major consumer protection issues.
How Long Is Long-Term Investing, Anyway?
Value-oriented FPA Funds offers a textbook definition that few investors use in their decisions, but would do well to consider, Gil Weinreich says.
Best Finance Tweets of the Month: April 2015
Bloomberg terminals go dark, European interest rates go negative and The New York Times finds a hot food trend.
New York: the Next Bubble to Burst?
The city's real estate boom becomes ominous.
Is Portfolio Diversification Overrated?
Most actively managed mutual funds fail to beat the market, but so do so-called concentrated funds with limited positions.
Breakaway Broker Blasts Schwab Over Nightmare Breakup
Richard Rosso on how he went from being one of Schwab’s top financial consultants to losing a kidney from the stress of an arbitration battle.
4 Tips to Create Must-Read Client Emails
How to write emails clients want to read and take action on.
Getting New Clients: The New Wealth Manager
There are tried and true ways to get new clients, but will that change in the new wealth management landscape?