Practice

J.P. Morgan Asset Management has launched a new communications program designed to deliver a simplified explanation of its SmartRetirement series of target date funds. The new program will feature animation, infographics and simpler terminology.

Brokers who hold investors’ assets will have to file quarterly reports attesting to compliance with measures toprotect customer money and securities under rules adopted by the U.S. Securities and Exchange Commission.

A district court judge delivered a blistering rebuke of the Federal Reserve Board on Wednesday, tossing out a central bank rule that caps debit card transaction fees and saying the central bank exceeded its authority.

A new poll indicates that more men than women may be willing to hire women as their financial planners.

Your clients come from a host of different cultures, whether you realize it or not. What are you missing?

Our legal expert discusses how to make sure you're getting your due in commissions.

Here's how to host an event that builds client business and referrals—without all the awkwardness

It's not all pina coladas and sandy white beaches for overseas retirees.

Wealth management firms target their young ultra-high net worth investors to strengthen ties to keep the clients for decades.

A recent CFP Board sanction highlights the challenge for planners in identifying where they stand amid the range of compensation models.