Tiger 21’s Ultrawealthy Investors Expand Reach, Form Holding Company
Tiger 21, the peer-to-peer network for ultrawealthy investors, has experienced substantial growth in this decade and is looking to move to the next level.
Washington Governor OKs Small Business Retirement Marketplace
Law uses Obama's MyRA plan to provide small business employees with access to retirement plans.
30 Worst Paying College Majors: 2015
Data collected by PayScale shows the university degrees with the least payback.
Advising Couples Who Disagree on Risk Tolerance
Financial advisors must measure the risk tolerance of both partners and must not ignore the needs of the less risk-tolerant partner, usually the woman.
New College Grads Finally Get Job Market on Upswing
Both underemployment and jobless rates for recent college graduates are now falling, according to the New York Fed.
Forget Fiduciary: Real Battle Coming Over Harmonization
SEC "hasn’t been doing its job for a long time," MarketCounsel CEO Brian Hamburger says, and the DOL fiduciary controversy obscures a bigger fight ahead.
Dividend-Paying Stocks May Be Riskier Than Many Think
"Some of the highest dividend-paying stocks tend to be some of the riskiest,” says Jim Cahn, CIO of Wealth Enhancement Advisory Services.
Is Fiduciary Sales an Oxymoron?
DOL and SEC need to make the distinction between sales and advice clear—and stop letting anyone other than an RIA call themselves an advisor.
Socially Responsible Investing: A Way to Attract Younger Clients
More than one-quarter of investors under 45 allocate at least 25% of their investable assets in socially responsible companies, according to a new survey from Spectrem.
83% of Americans Say They Can’t Afford College: Edward Jones Poll
Plus, 66% cannot identify what 529 plans are, the annual survey finds.