President Barack Obama is making his clearest pitch yet for an overhaul of the entire U.S. tax code for individuals and businesses, and the wealthy probably won't like it.
Johannessen says proposed 39.6% top marginal rate spooking more-affluent filers
The Federal Reserve Board's low-interest-rate policy has hurt retirees, which was anticipated by <i>InvestmentNews</i> in an editorial last year.
In this one-on-one with Kelli Cruz, the director of custom research at InvestmentNews, Jon Yankee, partner and CFO at Fox, Joss & Yankee, shares his thoughts on staffing and recruiting.
Dynasty Financial Partners LLC has hired Loren Morris as director of RIA services.
The mortgage expense tax deduction and other 'sacred cows' would be gutted under an influential lawmaker's tax proposal
Ralph Lambiase, longtime director of securities for the state of Connecticut, will be retiring on Feb. 28. Mr. Lambiase, who has been a regulator with the state for 33 years, announced his departure earlier this month to his staff.
The peak of the corporate proxy season is at hand, and advisers should remind their stock-owning clients to vote their proxies
Dynasty Financial Partners LLC has hired Loren Morris as director of RIA services
Norton to run UHNW program for RIAs
Legislative ambiguity about public pension funds, as well as their underfunded status, has financial advisers who work with public employees scrambling to plug holes in their retirement plans
Investors say they want clearer explanations about strategies, losses; close to half do their own planning, survey shows
Aiming to extend its outreach to large financial services firms, the CFP Board has hired Joseph V. Maugeri as its director of business development.
The BofA-Merrill boss sounds set to take on recruiters, the threat of the rising RIA model, and anyone else who steps in her path
Has Bank of America Corp. upped the ante in the battle between the wirehouses and the independent advisory firms gunning for their top producers?
The U.K. government proposed replacing its current means-tested state pension with a flat-rate payment of about 140 pounds ($225) a week, with the goal of increasing incentives for people to save for their old age.
Although many federally registered advisers were scrambling last week to meet the March 31 filing date for the new ADV Part 2 forms, state-registered advisers in several states, including Michigan, Pennsylvania and Texas, were enjoying a bit of a reprieve
Advisers and Generation X and Y investors aren't seeing eye to eye on investment issues
Republican lawmakers should stand down in their efforts to delay and obstruct the shaping of the Consumer Financial Protection Bureau, which if properly implemented will go down in history as the most significant and innovative change to come out of the Dodd-Frank financial reform law
