Practice

Vanguard lowered fees on its Nevada 529 as Fidelity adds bank deposit option to its 529 plans.

When building the book you want, turning down prospects who aren’t a good fit can save both of you a lot of heartache down the line.

Fidelity Investments has added a Bank Deposit Portfolio to its five direct-sold 529 college savings plans: New Hampshire’s UNIQUE College Investing Plan, California’s ScholarShare College Savings Plan, Massachusetts’ U.Fund College Investing Plan, the Delaware College Investment Plan and the Fidelity Arizona College Savings Plan.

President Obama signed the Small Business Jobs Act into law on Monday, providing $12 billion in tax breaks and a $30 billion lending fund for small businesses.

The move underscored the difficulty of implementing the Dodd-Frank regulatory reform law, which requires regulators to act independently and in concert with other agencies.

Retirement is being rejected by a new breed of wealthy workers.

The designation’s enforcers admonish, suspend and bar advisors for transgressions that range from squalid to bizarre.

Meet the "Nevertirees": Sixty percent of wealthy individuals globally plan to never retire.

High-balance retirement plan participants aren't showing much loyalty to plan providers when rolling assets into an individual retirement account-yet this could signal room for improvement for 401(k) plans and their advisers.

You can put compliance into your computing cloud. But the cloud can't do the compliance for you.