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A deal with Strategic Wealth Partners, outside Chicago, was Focus's sixth of the year, bringing in $1.4 billion.
November 10 -
SEC Chair Mary Jo White declined to specify her position on the coming fiduciary standard rule or when the regulator may issue it.
November 10 -
The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.
November 10
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Materially, reinvested dividends have accounted for slightly more than 40% of the market's annualized total return from 1926 through June this year.
November 10 -
The Fix LA Coalition, an effort spearheaded by labor unions and its allies, wants Los Angeles City Attorney Mike Feuer to file a regulatory complaint against the underwriters involved in 2006 interest rate swaps saying the risks weren't disclosed.
November 10 -
The Supreme Court agreed to review a challenge to the tax subsidies allowed under the Affordable Care Act, a critical aspect of the law meant to help uninsured individuals better afford health care coverage.
November 10 -
At the heart of increasing employee resentment, and more than a dozen lawsuits against 401(k) plans, are a raft of obscure fees and services; Plus, your clients will see real advantages in using robo advisors.
November 10 -
It pays to make tax-related decisions when time is on your side.
November 7
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Leaving pretax money to charities reduces taxable distributions for other heirs.
November 7
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It pays to make tax-related decisions when time is on your side.
November 7
