People walk through the newly opened Liberty Park above Liberty Street on the World Trade Center site in the Manhattan borough of New York, U.S., June 29, 2016. REUTERS/Andrew Kelly Newly empowered Republicans in Washington are not retreating from their battle... More »
The headquarters of the U.S. Securities and Exchange Commission (SEC) are seen in Washington, July 6, 2009. REUTERS/Jim Bourg The U.S. Securities and Exchange Commission fined 13 investment advisory firms on Thursday for spreading false claims made by the now-... More »
NEW YORK In an increasingly anxious world, more financial advisers are fine-tuning their bodies with yoga to clear their thinking and make the right financial choices. So the next time you walk into a financial planner’s office, do not be surprised if you find... More »
In the race to compete with low-cost, online algorithm-based investing services, financial advisers are constantly bombarded by sales pitches about the latest and greatest in financial technology. And they’re buying. In North America, adviser spending on digit... More »
The U.S. Supreme Court’s June decision to legalize same-sex marriage did not eliminate the unique financial planning needs of lesbian, gay, bisexual and transgender (LGBT) clients. For years, same-sex couples in domestic partnerships needed financial advisers ... More »
Now that the U.S. Federal Reserve has held back again on interest rates, advisers are taking advantage of attractive financing options before that window begins to close. Mortgaging property when rates are low is well-known advice. But unprecedented transparen... More »
As the fall wedding season begins, advisers should make sure they have a comprehensive plan to help clients who are getting married. Advisers need to look at the big picture, like if the couple’s retirement goals align, and the nitty gritty, such as insurance ... More »
College and professional athletes may be clients financial advisers love to get, but many also find good homes on the other side of the desk. Penn Mutual Life Insurance Company, for example, is discovering that its three-year, $1.5 million sponsorship, through... More »
