Financial planning

The U.S. Supreme Court’s decision to overturn the core of the Defense of Marriage Act will narrow the financial gap between gay and straight couples.

The nation’s largest independent broker-dealer is partnering up to enhance its recently launched online retirement planning services platform.

Industry veteran Steve Dunlap, who previously held two top jobs at Bank of New York Mellon, is joining Cetera Financial Group as executive vice president, wealth management.

Small businesses across the U.S. are feeling more optimistic about the months ahead as financial conditions rebound, but concerns remain about hiring and growth, according to a new report.

Assets of all exchange-traded funds rose in May by $12.14 billion to $1.481 trillion, according to the Investment Company Institute. Over the past 12 months, ETF assets rose $365.27 billion, or 32.7%.

The Senate Finance Committee's top two tax writers asked their 98 colleagues on Thursday to submit detailed proposals justifying which tax breaks should be kept in the code as they move forward on comprehensive tax reform.

The PFM Group announced Thursday that it has acquired an advisory firm in Washington State as part of its continued expansion in the Northwest region.

Tax-exempt money market funds had outflows of $314.7 million in the week ended June 24, decreasing total net assets to $261.48 billion, according to The Money Fund Report, a service of iMoneyNet.com.

Municipal bond mutual funds that report flows weekly recorded $4.53 billion in outflows for the week of June 26, Lipper FMI numbers showed, after $2.22 billion of outflows reported the previous week.

Bond managers from DoubleLine Capital LP’s Jeffrey Gundlach to Pacific Investment Management Co.’s Bill Gross are telling investors the worst may be over for Treasury bonds after 10-year yields rose to a 22-month high.

More than 80% of people who do not work with a financial advisor only plan their finances for the short term, according to a new global survey by deVere Group, the world’s largest independent international financial consultancy group.

Bond yields and risk spreads were too low two months ago and global markets that were too levered are now derisking, according to Bill Gross, manager of the world’s largest mutual fund at Pacific Investment Management Co.

Increasing emphasis on client satisfaction may be changing the way wealth managers get paid and how they are evaluated.

A new FINRA rule aims to make information on brokers’ disciplinary actions more available and searchable.

A pair of Supreme Court rulings Wednesday will bring major changes for advisors who work with same-sex couples. What will this mean for your practice?

Claiming the next generation of clients and standing out from the crowd are very much on advisors’ minds, but they’re still grappling with how to deal with those two critical issues.

In order for advisors to stand their ground to direct providers like Fidelity, Schwab and ETrade, they must not lose sight of younger and low to middle market investors, says Bing Waldert, director at Cerulli Associates.

Direxion has launched two leveraged exchange-traded funds that track Japanese equity market performance.

Following a bearish May, investor confidence shot up in June, according to the State Street Global Investor Confidence Index released Tuesday.

More than one in four Baby Boomers and Gen Xers who otherwise would have had adequate retirement income are projected to run out of money if rates remain as they are.