Practice

Pension funds are joining the currency markets to protect their offshore investments and gain from future price changes as the U.S. dollar continues to perform well; Plus, three reasons to use a Roth IRA to save for college.

A paradigm shift in operational strategy and approaches to managing data is needed that can only be put in motion by leaders with the imagination to believe that we really can deliver data to investors in real-time.

The trustees of the family claimed that the family matriarch received bad advice from the broker at the firm.

Lessons learned by Laura Banasiewicz when she helped care for her aging father, as well as her husband's parents, gave her a deeper appreciation for issues her clients face.

To better police the advisory industry, the SEC chief seeks additional funding for advisor examinations and to bolster enforcement.

Dream Forward Financial wants to take a bite out of the customer base of traditional plan providers like Fidelity by offering what it says is transparent and cheaper service.

Schwab sought restitution in arbitration after an advisor left its Private Client Group to join Merrill.

The range of efficiency tends to be similar within sets of U.S. stock and bond funds. Should advisors care?

Top earners understand that annuities unburden them of some investment risks and give their assets a layer of legal safety from creditors and frivolous lawsuits; Plus, how to assess lump-sum payments of future benefits.

The Minnesota Society of CPAs has compiled a list of red flags that could trigger an audit from the IRS if they apply to your clients' tax returns.