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Time to get inspired by incredible advisers
NEWS INDUSTRY NEWS SEP 29, 2018
Time to get inspired by incredible advisers

Financial professionals give hours, money and innovative ideas to help others

Global cities most at risk of property bubbles
NEWS INDUSTRY NEWS SEP 28, 2018
Global cities most at risk of property bubbles

Hong Kong leads this year's list, which also includes Munich and Toronto.

These airlines offer the best in-flight Wi-Fi — if you're lucky
YOUR PRACTICE FINTECH SEP 27, 2018
These airlines offer the best in-flight Wi-Fi — if you're lucky

Reliable Wi-Fi, previously the domain of U.S. airlines, is becoming a global perk.

Finra fines up, but restitutions plummet in first half of 2018
NEWS REGULATION AND LEGISLATION SEP 27, 2018
Finra fines up, but restitutions plummet in first half of 2018

Only $4.9 million in restitutions were ordered during the first half of 2018, down sharply from the $38.1 million ordered in the same period in 2017.

High times for ultra-high-net-worth families
NEWS INDUSTRY NEWS SEP 25, 2018
High times for ultra-high-net-worth families

Average returns in 2017 double those in 2016, according to UBS and Campden survey.

Managing wealth of the world's richest is still a man's domain
NEWS INDUSTRY NEWS SEP 25, 2018
Managing wealth of the world's richest is still a man's domain

Study reveals only 14% of family offices have diversity targets.

SEC charges Wells Fargo adviser with defrauding clients out of $1 million
NEWS REGULATION AND LEGISLATION SEP 25, 2018
SEC charges Wells Fargo adviser with defrauding clients out of $1 million

SEC complaint: John Gregory Schmidt sold securities from seven of his clients to cover shortfalls in 10 other accounts.

New Jersey sets up rules to work around SALT deductions cap
RETIREMENT TAX SEP 25, 2018
New Jersey sets up rules to work around SALT deductions cap

Property owners may receive tax credit of up to 90% on contributions to local funds.

Goldman adviser with $1.4 billion in client assets leaves to open own firm
NEWS INDUSTRY NEWS SEP 24, 2018
Goldman adviser with $1.4 billion in client assets leaves to open own firm

Gary Hirschberg's Aaron Wealth Advisors will partner with Dynasty Financial.

Bank-heavy ETFs see brisk demand amid rising interest rates
INVESTING ETFS SEP 24, 2018
Bank-heavy ETFs see brisk demand amid rising interest rates

A steeper yield curve can help banks earn more on the money they lend out.