WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today on Nationwide Mutual Insurance Co.'s acquisition of Jefferson National Insurance Co. and a reshuffling within J.P. Morgan Chase & Co.'s wealth unit.
WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today on how it pays for financial advisers to work with one another, Wells Fargo developing a new type of annuity and how the SEC has put plans for its own fiduciary rule on the back burner.
WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today on Merrill Lynch settling allegations it failed to stop 15 large, faulty trades and how energy-focused private-equity firms are asking investors for more time.
WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today on how two professors have developed a hypothetical trading strategy around earnings announcements that, with hindsight, has a formidable track record, advisers grounding investors' return expectations in reality and how old-time lawn games are finding a place in high-end homes.
WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today on generational trends and how they affect estate planning for stepchildren and blended families, advisers' use (and misuse) of robo platforms and how to buy a vacation home with a friend.
WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today problems and solutions to ensure succession success at wealth-advisory firms, key questions from a financial pro to help clients focus on wealth and health, and a fiduciary best-practices registry.
WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today on the growth of America's richest families, a Finra board upset and why wealth advisers should consider teaming up with professionals in other areas of expertise.
WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today on a regulator telling Betterment to revise its communication policies after the robo adviser only informed some clients of a trading halt and how advisers can help teachers prepare for retirement.
WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today on the end of markets' summer vacation, the move in financial planning to incorporate artificial intelligence and family offices' weak 2015.
WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today on a new proposal that would put new restrictions on how much high-income households could accumulate in individual retirement accounts and Merrill Lynch's settlement with former brokers.
WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today on Betterment's slow-going explanation to advisers on its policies surrounding trading halts and disruptions, advice on a new Fafsa deadline and how to beat customer-service robots.
WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today on the surprise losses some savers are incurring on structured CDs, worries of a shakeout in junk bonds and not all "accredited investors" have equal risk tolerance.
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Today’s financial advisers must overcome obstacles, including unrealistic client expectations, on the road to a well-diversified portfolio that can generate reasonable returns, according to a new survey.
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Nationwide Mutual Insurance is acquiring an annuities company that specializes in fee-based products, a sign of how new federal retirement-savings rules are starting to transform parts of the financial-services industry.
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Adviser Voices: Kevin Ward, senior vice president and wealth-management adviser at Merrill Lynch Wealth Management, suggests sole practitioners consider partnering up to elevate their business and better serve clients.
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Millennial parents are saving more for their children’s college education than older-generation parents, particularly those in Generation X, a striking finding in a survey by the country’s largest private student-loan lender.
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In the inaugural Wall Street Journal/Times Higher Education ranking of U.S. colleges, Stanford is No. 1.
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Practice-management coaches say financial advisers should look before they leap into an existing practice as part of a succession plan because founders may resist exiting the business they started, be reluctant to share revenue or fight any changes to their business.
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California Gov. Jerry Brown approved a bill creating state-sponsored retirement plans for some 6.8 million Californians who don’t have them through their private employers.
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