The firm also sees an impact from the approval of the merger of AT&T and Time Warner.
Advisors need to be aware of the issues clients face when events such as divorce or job loss strike.
The number of older U.S. adults who are unmarried but living with a partner is on the rise.
HNW individuals are increasingly concerned about limitations in their deductions under the new tax act.
Tax reform changes on interest could make real estate alternative investment vehicles more attractive.
A panel of women fund managers said they expect federal tax reform to stimulate the economy.
Finra is considering doing away with requirements that force brokers to pass the exam more than once, the regulator's CEO said.
Private activity bonds may appear particularly attractive because they tend to be higher yielding.
A new uniform law dictates what a family member can do with power of attorney over a retiree’s finances.
Maine is a top state for retirees, but think carefully before recommending it for clients.