The exit of "peak" baby boomers from the U.S. workforce will shave 7.3% in GDP growth from the national economy by 2030, researchers projected in the Alliance for Lifetime Income's Retirement Income ...

How do you describe public policy that is so flawed it fails the very people it claims to serve? This is the question I am wrestling with in the context of the Department of Labor’s new fiduciary rule ...

A South Carolina advisor and stockbroker pleaded guilty to tax evasion after he was charged with funneling millions of dollars into overseas holding companies to avoid paying taxes on his income.

The former head of Mass Mutual U.S., who retired last May, has been tapped by integrated software provider Advisor360 as its next chief executive officer, according to a news release. Mike Fanning ...

Working with a highly qualified wealth manager should result in a better plan for a player's long-term stability.

M&A in the registered investment advisor space remained strong in the first quarter, with 90 transactions representing $570 billion in assets under management closing, 85.6% of which went to strategic ...

The controversial rule expands the fiduciary requirements when clients are given advice on retirement account rollovers.

The S&P Global flash April composite index of output at manufacturers and service providers slipped 1.2 points, the most since August, to 50.9. Readings above 50 indicate expansion. The composite ...

CAPTRUST, an active RIA buyer and one of the nation’s largest independent financial advisory firms with $817 billion in client assets, follows international wealth and asset management firm Baird, ...

Goldman’s trading desk estimates that commodity trading advisers, or CTAs that surf the momentum of asset prices through long and short bets in the futures market, are modeled to sell stocks over the ...

Rising interest rates and the fear of giving back stock market gains are pushing pension fund managers to move capital from stocks to bonds. Goldman Sachs Group Inc. estimates that funds will pull ...

It’s clear that RIAs who prioritize tax planning as a core offering stand to gain a competitive edge. By proactively addressing clients' tax needs, advisors can elevate their practices and foster ...