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A member-owned market is the wrong response to rising fees.
January 8 -
Clients who intend to file as soon as they receive their W-2s are advised to start gathering their documents.
January 8 -
Taking these steps can help clients insulate themselves from some of the market volatility that we've been experiencing recently, says one expert.
January 7 -
When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?
January 7 -
There are no “alternative facts” in the law, just truth, opinion and lies. Two you can’t sue for. And the third? Well, brokerages are very careful with their words.
January 7 -
Planners appear to be breaking away from the AUM fee structure.
January 7 -
By sending orders to an exchange they own, banks and brokers presumably can save money on trading costs.
January 7 -
The planner is among the brightest minds in the financial planning profession, but his endorsement of the organization's certification standards is "decidedly enigmatic."
January 7
Financial Planning Hawaii -
Flat fees may not be as profitable or scalable, but they have significant benefits.
January 7
Single Point Partners -
With global growth set to slow in 2019 and central banks poised to shrink their balance sheets, the time is ripe for UBS to freshen up a strategy that had once served it so well.
January 7












