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"When you put this in the context of rule changes that have occurred since the financial crisis, this would rank at the top," notes James Allen, CEO of Hilliard Lyons.
August 13 -
"You're getting them through one of the worst things in their life, whether they wanted the divorce or not," says advisor Charles Day.
August 13 -
Before firing up the grill or heading to the beach, check out the top recommendations from advisors and industry execs. These titles offer guidance for your career and practice -- all while on vacation (or if you're sneaking in some work while on vacation).
August 12 -
Nearly a dozen Democratic state senators express their concerns over the Obama administration's proposed changes to the fiduciary standard; plus the crazy way Social Security punishes spouses who claim early benefits.
August 12 -
Critics: DoL fiduciary rule would harm investors; Advocates: Americans' "retirement savings are being depleted by conflicts of interest every day."
August 12 -
The DoLs proposed fiduciary rule would likely push some commission-based brokers out of the retirement market altogether, NAIFAs JuIi McNeely testified during the second day of DoL hearings on the proposed rule.
August 12 -
A federal appeals court has reversed a Tax Court decision in favor of an unmarried couple, finding the mortgage debt limit provision in the Tax Code applies on a per-taxpayer basis and allowing each of them to deduct mortgage interest up to the $1.1 million limit.
August 12 -
Hillary Clinton has rolled out a plan to make college affordable that her presidential campaign has dubbed the New College Compact, enabling students to pay for higher education without taking out costly student loans.
August 12 -
Fidelity National Information Services, a provider of banking and payments technology, agreed to buy software maker SunGard Data Systems in a deal valued at $9.1 billion, including the assumption of debt.
August 12 -
The wirehouse recruited a Morgan Stanley team that generated $10 million in annual revenue.
August 11



