Practice

Mark Cahn, general counsel at the Securities and Exchange Commission, is leaving the agency at the end of the year to return to the private sector.

Mark Cahn, general counsel at the Securities and Exchange Commission, is leaving the agency at the end of the year to return to the private sector.

Americans 55 and older are far more likely to favor peace of mind over a high-reward/high-risk investment strategy.

Some of the most surprising results from the 2012 Tech Survey came from a deeper dive into smartphone use patterns of our readers.

Assets managed by multiple family offices increased 68% between 2007 and 2011 to $777.3 billion, according to Cerulli Associates, a Boston-based global research firm.

A top White House official reiterated on Tuesday that President Obama is committed to the 28% cap on the value of tax exemptions for high income earners, which includes municipal bond interest.

The Jones’s are alive and well, and keeping up with them just got more expensive.

If the government decreases social security and other benefits as a way to avoid the cliff, middle class Americans could be hit the hardest.

Year-end plan reviews are the perfect time to demonstrate your value and address any concerns your plan sponsor clients may have, Bob Kaplan, ING U.S.’s National Retirement Consultant, told advisors during a webinar.

To foster the evolution of financial planning as a widely accepted and understood profession, NAPFA announced that, starting Jan. 1, it will only accept the CFP designation for anyone applying to become NAPFA-registered planners