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Supersized Estate Tax Exemptions Aside, Trusts Still Matter

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A credit-shelter trust is a powerful estate planning tool, said Robert Maloney.

Almost Half Of Younger Adults Avoid Seeking Health Care To Save Money

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And more than half of those with noninsured medical expenses use crowd sourcing to pay the bills, Nationwide found.

Actually, The Stock Market Has Barely Moved The Last Two Years Under Trump

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A few days of losses undoes months of progress, and the S&P 500 gets beached at an all-too-familiar level.

Bucketing Could Be A Tool To Simplify Your Clients' Retirement Withdrawals

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A bucketed approach to retirement distributions may be effective, but comes with several drawbacks.

An Advisor’s Checklist For ETF Selection

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Advisors should have a screening framework that separates desirable products from the rest.

E*Trade Joins Rivals By Ending Commissions In Race To The Bottom

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It cut trading commissions to zero, joining major rivals and setting the stage for mergers among discount brokerages.

Schwab Expands Ad Campaign Promoting Independent RIAs

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Schwab hopes to convince HNW investors that RIAs can serve their needs.

New ETFs Offer Different Way To Generate Alpha

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The Overlay Shares suite of ETFs employ options in an attempt to create returns above an index.

Men Are Twice As Likely As Women To Get Credit Card Fees Waived

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Experts say it could be because men are less agreeable or women may not be as informed about fees.

Survey: Many Affluent Millennials Don't Think They Can Retire By 65

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The first generation to reach adulthood during the Great Recession is wary of the stock market, the survey said.

Pension Funds Sink Billions Into More Risky Alternative Assets

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It's been a "mad rush into these private assets,” because of low yields elsewhere.

Financial Gravity To Acquire Presidential Brokerage In 50-50 Stock Swap

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Shareholders of both companies will have a 50% stake in the new entity.

Stanford Fund Investment Performance Slips in Ho-Hum Year At Elite Schools

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Elite schools, including Yale and Harvard, have mostly seen a slide in performance this year.

No One Can Figure Out Brexit So Morgan Stanley Let A Machine Try

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The hit to assets in a no-deal exit isn’t as bad as some fear.

Warren, Ocasio-Cortez Probe Private Equity Firms With Prison Ties

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Five private equity companies invested in prison services are getting some mail from progressive Democrats demanding information about their business practices.

U.S. Warns Cybersecurity Flaws Could Impact Medical Devices

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This could apply to more than 12 million medical devices.

More Kids Get Allowance Pay Raise, But Spend It

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Earn today, spend tomorrow could well be the motto of the next generation of workers, according to a survey by AICPA.

Piper Jaffray Completes Sale Of Advisory Research Inc.

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Piper Jaffray is exiting the traditional asset management business with its sale of ARI.

TD Cuts Commissions To Zero As Schwab Triggers Online-Broker Bloodbath

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Investors have responded by clobbering the stocks of discount brokerage firms.

‘Fear’ Of A President Warren Is Hurting For-Profit Education Stocks, Analysts Say

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For-profit education stocks may continue to be volatile.

[1]  857 858 859 860 861 862 863 864   [2057]