A U.S. federal judge on Wednesday upheld an Obama-era rule designed to avoid conflicts of interests when brokers give retirement advice, in a possible setback for President Donald...
5 Tips To Survive Stock Market Volatility In Retirement
The first two weeks of 2016 have served as a ...
How Lower Fees Could Put Independents on Top
Asset management fees are coming down as lower-cost passive investments take center stage and calls for radical transparency in fee disclosure get louder This means change is coming to the wealth management arena as well, say industry experts How this plays out for individual advisors will depend on their technology platforms and, according to Shirl Penney, CEO of Dynasty Financial Partners , on their ability to articulate value and offer distinct services under clear pricing policies. New York-based Dynasty provides a la carte infrastructure support and related services to about 40 RIAs. For Penney, the fact of “fee pressure and the fear of margin compression” among wealth managers is “undeniable” as “the rate of innovation” in…
A Guide to Organizing Financial Paperwork
Here are some guiding principles to help you sort through clutter, including how long to keep financial records.
Why Do Dimensional Fund Advisors Play Big Brother?
I got my driving license when I was 16 years old. It was my ticket to freedom. I could ask a girl to the movies and pick her up from her home. I no longer had to beg my dad for a ride. The license listed