News Feed

Older clients create three major challenges for advisors. If planners aren't analyzing their client base and preparing response strategies, they risk jeopardizing the future of their business.

There are steps you can take to increase the possibility of a successful, long-term hire. Here is a six-step process that can serve as a best-practice standard for hiring.

The U.S. economic expansion is “two-speed,” favoring those who are already well-off financially, said Vincent Reinhart, the chief U.S. economist at Morgan Stanley.

A federal funds rate stuck near zero means cash will continue to deliver negative real returns for some time. Who in their right mind, the standard Wall Street taunt goes, would own cash when it’s a guaranteed losing proposition?

Forthcoming federal rules could require all investment advisors to implement formal anti-money laundering programs -- a shift that would bring RIAs under a similar regulatory regime as that governing broker-dealers, mutual fund complexes and other financial institutions.

Men and women alike underestimate how much money they will need in retirement. Here are some of the findings from an annual survey from the Employee Benefits Research Institute and Mathew Greenwald Associates.

The Internal Revenue Service’s Return Preparer Office said it is sending letters to 3,000 tax preparers who failed to use a valid Preparer Tax Identification Number.

Expense control is getting extra attention at several smaller banks this earnings season, though the reasons for the scrutiny vary depending on the institution.

The Federal Deposit Insurance Corp. took seven enforcement actions and freed 13 banks from orders in June, according to a list of regulatory actions released Friday.

Most advisors continue to check in with phone and email messages and continue to do some work even while on vacation. Dave Grant shares the steps he took to completely cut himself off from work for a family vacation.