Building wealth beyond dollars for clients is more challenging and gratifying than peppering their holdings with the latest hot stock pick or designing a soundly diversified portfolio.
More children could be trapped by the dreaded "kiddie tax" this year.
Consumer sentiment stabilized in November after a steep decline in October, according to the RBC CASH Index.
The Senate approved a bill that would prevent 19 million middle-class taxpayers from paying the AMT this year.
Two organizations want insurers to have the option of being regulated federally or by the states.
Hedge fund assets have increased by 11% in the past six months, according to HFM.
Billionaire Joseph Lewis has raised his stake in Bear Stearns to 8.01%, according to a filing with the SEC.
Hedge fund returns fell November, reflecting declines in the major stock markets, the credit crunch and concerns about business slowdowns.
The economy added 94,000 jobs in November, according to a Department of Labor report.
Load funds significantly underperform a buy-and-hold strategy with the same funds, says the Zero Alpha Group.
