RIA Leaders: Top 20 Firms for 2015 Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This years ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
The additional revenue from President Obama's expected proposed tax increase would be used to fund programs to assist the middle-class; Plus, how to help a client who missed employer's matching 401(k) funds. more »
The richest people on Earth got richer in 2014, adding $92 billion to their collective fortune in the face of falling energy prices and geopolitical turmoil incited by Russian President Vladimir Putin. more »
A group of ultrawealthy Citigroup clients clamoring for big returns on U.S. real estate have entered into funding commitments for a new commercial and multifamily development on Sunset Boulevard in West Hollywood, Calif. It is one of several co-investment projects the firm is offering through its private bank. more »