by
Asia Martin
Kaplan said its acquisition of the College for Financial Planning was prompted by technology changes in financial advice.
by
Jerilyn Klein Bier
They are figuring out how to help clients hit hard by added tax burdens and retain those who are moving to lower-tax states.
by
Karen DeMasters
Humanitarian organizations are the top recipients of charitable grants, the donor-advised fund says.
by
Jeff Schlegel
Impact Shares plans to launch more funds that directly benefit specific causes.
by
Christopher Robbins
Earlier this year, James Unger was sentenced to three years in prison after pleading guilty to criminal charges.
by
Dani Burger
Active fund managers in the U.S. and Europe have slashed their equity holdings.
by
Oshrat Carmiel
A longtime refuge for families escaping New York City’s high costs is losing homebuyers.
by
Karen DeMasters
More people are relying on input from friends for investing tips.
by
Laura Davison
In “Tax Reform 2.0,” tweaks to retirement plans are likely to garner bipartisan support.
by
Jeremy Hill
Real estate investment trusts, insulated from tariffs, have blown past the S&P 500 recently.
by
Gregory Bresiger
China is the lead economy in an emerging markets sector that continues to fuel global growth, the firm said.
by
Karen DeMasters
The advisor and his firm also charged excessive fees putting clients in unsuitable investments, the SEC said.
by
Eric Rasmussen
T. Rowe Price doesn’t expect a recession before 2020, but it’s slightly lowering equity positions, says CIO.
by
Tracey Longo
The bill would require the SEC to expand its definition of what constitutes a "small" advisory firm.
by
Elena Popina
The publisher of the Gartman Letter said a 20 percent rally is "technically possible."
by
Eric Rasmussen
Shirl Penney of Dynasty Financial Partners says the biggest firms are going to absorb the most assets.
by
Christopher Robbins
Focusing outreach on a local level can go a long way toward building your advisor practice, this consultant says.
by
Jadah Riley
Misrepresentation of earnings can skew national statistics and impact the understanding of income, inequality and poverty.
