Practice

After just a few months of running his solo practice, advisor Dave Grant has run into a good problem: how to manage a growing list of prospective clients.

Despite the slow economic recovery, many wealthy business owners are increasingly confident about their finances.

The trade association representing credit unions believes that the Financial Accounting Standards Board’s recent proposal to redefine the meaning of a public business entity could open the door to more appropriate accounting standards for credit unions.

Investors are more concerned about improving the quality of financial disclosures rather than simply reducing the quantity of them, according to a new report from the CFA Institute, which takes aim at some recently proposed disclosure reforms that seek to cut down disclosure overload.

Foreign stocks generally pay higher dividends and offer great sector diversity for investors hunting yields, says Philip Camporeale of J.P. Morgan Asset Management. But beware the tax hit.

Bloomberg -- UBS AG, Switzerland’s largest bank, agreed to pay $120 million to settle claims by investors in Lehman Brothers Holdings Inc. securities in a lawsuit tied to the investment bank’s 2008 collapse.

UBS AG, Switzerland’s largest bank, agreed to pay $120 million to settle claims by investors in Lehman Brothers Holdings Inc. securities in a lawsuit tied to the investment bank’s 2008 collapse.

Six in 10 penta-millionaires chose absolute returns and total assets to gauge their success, nearly identical to people in the lower-tier mass affluent segment.

The Federal Reserve governor leading the central bank’s effort to tighten financial regulation has a decision to make as its governing board is reshaped: Should he stay or should he go?

A terminal diagnosis for Simpson's co-creator Sam Simon pushed him to immediately address his estate and charitable giving plans. His story offers an important lesson for your clients.