-
The weird, the oddball and the most far fetched tax deductions clients have tried to take on their returns.
February 9 -
The new proposals may end up being the best thing that ever happened to ETNs.
February 9 - PH
Half of plan investors don't understand how professionally managed accounts actually work, according to a new study by Fidelity.
February 9 - PH
The new proposals may end up being the best thing that ever happened to ETNs.
February 9 - PH
The final figure will depend on how many advisors move with the brokerage unit of Deutsche Asset & Wealth Management.
February 9 -
An advisor encourages her client to take advantage of ex-spousal benefits even though the client didnt want anything to do with her ex.
February 9 -
Michael Kitces, who helped launch XY Planning Network, says he wouldn't be surprised if the market evolved to include hundreds of similar groups of young planners serving young clients. "We have 200 advisors and there are 80 million millennials."
February 9 -
These funds have the highest 12-month price-to-earnings ratios. Nice investments, if you bought 12 months ago, but now they may be richly priced.
February 8 -
These funds have the highest 12-month price-to-earnings ratios. Nice investments, if you bought 12 months ago, but now they may be richly priced.
February 8 -
Why your recently retired clients should avoid an overly conservative investing approach; Plus, three smart ways to maximize your Roth IRA and advice for women nearing retirement age.
February 8 -
The nation's biggest brokerage firms took a beating last quarter.
February 8 -
The Fed chairwoman addresses lawmakers this week with mounting speculation against another rate hike happening in March.
February 8 -
Target date funds stumbled in 2015, after posting six years of positive returns following the financial and economic crisis.
February 8 -
Investors pulled more than $1 billion out of U.S. ETFs that invest in emerging markets last week, leaving the ETFs in the longest losing streak since September.
February 8 -
Growth doesnt have to end because a company has decided its time to pay a dividend.
February 8 -
"There is a de-anchoring of inflation expectations occurring, and this affects how risk-takers are operating in any market that is sensitive to inflation expectations," says a leading market watcher.
February 8 -
Gold is coming off its best week in more than two years, benefiting from worries about the health of Chinas economy, plunging oil prices and uncertainty over U.S. interest rates.
February 8 -
Greg De Jong took the plunge and sold his $200 million firm to a much larger one for equity, cash and a five-year note. Looking back, he has no regrets.
February 8 -
Knowing what to do as an investor and actually doing it are very different things, and your clients are feeling that internal struggle.
February 8 -
Knowing what to do as an investor and actually doing it are very different things, and your clients are feeling that internal struggle.
February 8















