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Christophe VorletThe burden of finding an adviser who will act in your best interest is on you.
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With little guidance from the IRS on tax issues for digital currencies, experts offer their best guesses.
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WSJ Adviser Profile: Andy Schwartz, managing partner of Bleakley Financial Group, says limiting staff turnover is crucial to a practice’s success as it helps breed client trust and bolsters client retention.
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Owning a home while holding cash in a savings account is like investing in a portfolio of both stocks and bonds: You’ll need to find the right balance.
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Adviser Voices: Rob Clarfeld, founder and chief executive of Clarfeld Financial Advisors, finds that the children of self-made baby boomers often aren’t prepared to receive a large inheritance. To resolve that, he suggests a few hands-on lessons to gauge readiness and willingness of future heirs.
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Adviser Voices: William J. Meagher Jr., a private client adviser with U.S. Trust, Bank of America Private Wealth Management in Philadelphia, says advisers should start a conversation with clients about business transitions at least 3 to 5 years before a transaction.
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Federal inspectors found problems in more than 80% of the audits of broker-dealers they reviewed last year, the government’s auditing regulator said Friday.
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Adoption of the Labor Department’s new fiduciary rule is a good time to go over some related terminology, old and new.
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WSJ Adviser Profile: Kathleen Grace, managing director at United Capital Financial Advisers in Boca Raton, Fla., came to write a financial novel after seeing a number of female clients get blindsided by an event like death or divorce. “Your prince could die or become disabled, and you really need a plan for it,” she says.
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WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today including: Wealthsimple Financial's shariah-compliant portfolio option; the Heard on the Street crew's latest summer stock pick; and the latest Adviser Profile, this one on former Andy Schwartz and his tips for adviser retention.
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The bull’s long gallop might be nearing an end. But there are ways for investors to ensure that they won’t be trampled when it does.
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A new study challenges traditional thought on how value and momentum investors make their money. In either case, though, it has been a tough decade for both.
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Bond investors once eager to be in Jeffrey Gundlach’s white-hot DoubleLine Total Return bond fund have pulled out $8.5 billion since its September 2016 peak—an abrupt reversal for the outspoken fund manager.
Content engaging our readers now, with additional prominence accorded if the story is rapidly gaining attention. Our WSJ algorithm comprises 30% page views, 20% Facebook, 20% Twitter, 20% email shares and 10% comments.
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