Legg Mason Buys Big Stake in Robo-Advisor
The asset manager says the deal will help it boost distribution to partnering advisors coping with new DOL rules.
Millennials and Attorneys Make the Same 4 Financial Mistakes
Many successful people cannot dedicate the time required to handle finances well, but these four mistakes are easily avoidable.
Student Loan Delinquencies Climb Despite Economic Recovery
Student loans are the only consumer debt sector where delinquencies are higher now than they were during the financial crisis, according to a new report.
Quiet Trusts Need Not Be Silent: The Delayed Notification Option
The option to delay notification to beneficiaries offers unique advantages, but clients should clearly understand the drawbacks of keeping a trust quiet.
Jeremy Siegel: Stocks Could Jump 15% This Year if Earnings Rise
With a rebound in the energy sector, investors could see some upside, the Wharton finance professor says.
Swiss Order UBS to Give Up Client Details
UBS Group is fighting a demand that it provide information on French clients to tax authorities.
Estate, Legacy Planning Tech Startup Everplans Gets $6.4M Investment
An online service with more than 100 firms as clients gets Series A funding from insurance firms' VC arms.
How Chinese Students Are Helping to Save America's Colleges
The rising number of Chinese students at American colleges is driven in part by big cutbacks in government aid for state universities.
Morgan Stanley Expanding Philanthropy Efforts for Clients
The wirehouse says it dives deep with private clients who want to make a difference, as it did at recent event.
Beyond 401(k)s, Merrill Boosts Offerings to Corporate Clients
The wirehouse has created a new executive post to increase banking, wealth management and "financial wellness" services for corporate clients and their employees.