The Foundation for Financial Planning's annual Be Our Guest program kicks off next month when six of the nation's top financial planners open their firms' doors to colleagues from around the country.
A Boca Raton man appeared in federal court after prosecutors say he hid millions of dollars in assets from U.S. tax collectors in the Swiss bank UBS.
Demand to buy financial advisory firms remains strong despite a drop in the value of assets under management and turmoil in the financial markets.
How's this for a business model: invite really, really rich people to join an exclusive club, charge them not inconsiderable fees, and encourage them to share concerns and investment ideas.
The Wall Street Wizards, the financial literacy program founded four years ago for minority students in the San Francisco Bay Area, is gearing up to go national.
William Thomason's world is mysterious — at least to the black and Hispanic high school students entering the financier's Wall Street Wizards Urban Financial Literacy Program.
