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Has the 'Steve Jobs Curse' Returned?
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5 Fast -Food Meals That Redefine Brea....
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PLAYWealth: Watch This Before Going Inde....
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10 Things Your Cruise Line Won't Tel....
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Dow 15,000? Try 116,200
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PLAYGaming Industry's Startling Statistics
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Now Pitching for MLB: Groupon
Welcome
How-To Guides
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How to Invest in a CD
Even in times of interest rate uncertainty, a certificate of deposit (CD) can still be part of your cash strategy.
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We're Right to Use Private Counsel
WSJ.comRegarding your editorial "What Doesn't Stay in Vegas" (June 12): In December 2012 the state of Nevada sued Lender Processing Services, Inc. (LPS) for fraudulently executing more than 100,000 mortgage documents. LPS, a Florida corporation, ...
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How lenders can forestall foreclosures
MarketWatchIt’s been a good year so far—the stock market is surging, real estate is rebounding and interest rates remain low. But some luxury homeowners are still falling behind on their jumbo-mortgage payments.
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When a Client Struggles With Memory Loss
WSJ.comThe 74-year-old man struggled with degenerative memory loss and was forgetting to complete financial tasks.He needed help, and turned to financial planner Audrey Wehr Jones, of Casselberry Fla.-based Financial Life Designs. Ms. Jones ...
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How to raise your credit score; Tips for those who have bad credit — or no credit
MarketWatchWe’d all like to land lower-interest mortgages, higher-paying jobs and nicer apartments. And we know that getting and maintaining a good credit score is essential to attaining those goals.
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What to Hoard and What to Shred
WSJ.comIn an era when more and more pay stubs, airline tickets and sports and theater tickets are being delivered electronically, breaking up with paper financial statements is hard to do.
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The Experts: What's the Biggest Mistake People Make When Financing Their Kids' College Education?
WSJ.comWhat's the biggest mistake people make when financing their kids' college education? The Wall Street Journal put this question to The Experts, an exclusive group of industry, academic and other thought leaders who engage in in-depth online ...
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More Estate Plans Account for 'Digital Assets'
WSJ.comPeople draft estate plans so they can pass their money and property on to their heirs after they become incapacitated or die.But what happens to their other assets--so called "digital assets" such as an iTunes account containing thousands ...
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Finally Getting Up to Speed
Barrons.comBB&T has trailed a broad bank-stock rally over the past year, but it looks likely to regain favor with investors in coming quarters. Shares could return more than 30% over the next two years.
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The best countries for new moms
MarketWatchDon’t miss these top stories:The best countries for new moms.The $30,000 necktie.Census: More deaths than births among whites in 2012Expectant parents all over the world considered moving to Finland last week after the BBC reported that ...
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The Experts: Is Creating a Personal Budget a Good Idea?
WSJ.comAre personal budgets a good idea? The Wall Street Journal put this question to The Experts, an exclusive group of industry, academic and other thought leaders who engage in in-depth online discussions of topics from the print Report. This ...
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Offshore Bank Account Reporting Deadline Nears
WSJ.comThe deadline to file a Foreign Bank Account Report for 2012 is fast approaching.The normal June 30 filing deadline falls on a Sunday this year, so people who submit an FBAR—as the form is usually called—for 2012 on paper need to make sure ...
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ANN Minnium; Why Teens Need to Learn About Personal Finance
WSJ.comFinancial education needs to take place all the way from grade school through high school.Grade schools are doing it right already. They teach kids about money and how to shop and make change, which is age appropriate. After fifth grade, ...
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The Game Plan; With College Costs Ahead, a Need for a Better Plan
WSJ.comMichael Spalding, a 50-year-old dentist, and his wife, a 56-year-old preschool teacher, have three teenage sons either in or preparing for college.
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The Value of Old Money; Those long-ago-issued stock and bond certificates you've discovered may actually be worth something. Here's how to find out.
WSJ.comIt's the stuff of daydreams. You're rummaging through the dusty attic of a deceased relative when you find a collection of old stock and bond certificates.
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Overdraft charges now 60% of checking fees; Going into the red is becoming an even bigger financial drain
MarketWatchRegulators appear to be losing the battle against rising overdraft fees. Bank customers who sign up for overdraft protection services have significantly higher annual fees, a new industry report finds, and more involuntary account closures ...
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The Experts: How Much Should You Invest Abroad?
WSJ.comWhat percentage of portfolios should consist of non-U.S. investments? The Wall Street Journal put this question to The Experts, an exclusive group of industry, academic and other thought leaders who engage in in-depth online discussions of ...
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The Downside of Entrepreneurial Success; They hit the jackpot once, and then think they have the magic. It's up to financial advisers to burst their bubble.
WSJ.comSometimes, the worst thing that can happen to an entrepreneur is being successful.So say many financial advisers who tell tales of entrepreneurs who hit it big—only to let success go their heads. It's then up to the advisers to somehow keep ...
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ALTERNATIVE INVESTING; The Best Place to Hold REITs and MLPs: An IRA or a Taxable Account?
WSJ.comQ: What is the best account to hold REITs and master limited partnerships? Is there a prohibition against holding these shares in a rollover IRA? Is there a penalty or tax when these equities are sold?
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The Best Way to Stick to a Budget; Some experts insist you need to watch your pennies day in and day out. Others say it's better to take one hard look.
WSJ.comA boot camp—or a daily ritual?Those choices are at the heart of a debate among financial planners about setting up budgets. Should people make an ongoing habit of tracking everything they spend and save? Or should they do shorter, focused ...
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The Stock Is Worthless. But Not the Paper.
WSJ.comHow much can a share of nothing be worth?Old bond and stock certificates can bring anywhere from $10 to upward of $10,000, though mostly the market is in the $150-to-$200 range, experts say.
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Best and worst careers to go into debt for; Choosing the wrong major can lead to a lifetime of student-loan payments
MarketWatchMany college graduates dream of the day they’ll be debt-free. But new findings show that for some, that day may not arrive until they’re about to become grandparents.
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Attention Business Owners: Just How Active Are You?
WSJ.comFinancial advisers have a simple question for some of their clients who own businesses: Are you an active or passive owner?For clients whose businesses are set up as S corporations, the answer is crucial if they want their income from those ...
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Beyond Norman Rockwell; You first saw the illustration in a comic, or on a magazine cover or in an ad. Now art collectors may be flocking to buy the original.
WSJ.comEveryone carries in their heads favorite images from picture books, comics, magazine covers, cartoons and advertisements. Now much of the original artwork on which these mass-produced images were based has become a hot corner of the art ...
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Tweeting 101 for Financial Advisers
WSJ.comFor financial advisers, Twitter can be an indispensable communications tool to help them promote their practices and win new clients.But there are smart ways to tweet—and some not-so-smart ways. Here's a look at some of the guidelines ...
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Bruce Brugler; Volatility Isn't the Enemy
WSJ.comInvestors and advisers typically think of risk as one thing: volatility. When you look at modern portfolio theory, it asks what return am I going to get per unit of risk? Increasingly, however, we believe that short-term risk and volatility ...
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The Experts: Should You Think of Your House as an Investment?
WSJ.comShould people think of their houses as investments? The Wall Street Journal put this question to The Experts, an exclusive group of industry, academic and other thought leaders who engage in in-depth online discussions of topics from the ...
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DAN YU; Look Beyond the 529 Plan for College Savings
WSJ.comMany people rely on 529 plans to save for college tuition, but they aren't always a one-stop solution.I tell my clients it's best to start contributing to a 529 plan when children are very young in order to maximize the benefit of tax-free, ...
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The Experts: Are 529 Plans the Right Choice for All Families Saving to Send Their Kids to College?
WSJ.comAre 529 plans the right choice for all families saving to send their kids to college? The Wall Street Journal put this question to The Experts, an exclusive group of industry, academic and other thought leaders who engage in in-depth online ...
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Retirement Investing; New Bells and Whistles for 401(k) Plans; Free online tools aim to help people save more for retirement—as well as better manage what they have
WSJ.comIf you haven't checked out your 401(k) plan's website lately, it's time to take a closer look.Retirement-plan providers, along with a few financial-planning services, are adding new online tools to help people saving for retirement better ...
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Silicon Valley vs. Wall Street in talent war; More graduates with ‘quant’ skills are choosing tech over finance
MarketWatchIn his search for an internship for this summer, Dan Judd, a 21-year-old soon-to-be-senior at the University of Pennsylvania, juggled multiple interviews, two resumes and a number of wardrobe changes as he weighed Wall Street against ...
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Home price boom continues into April; Annual gain highest in over seven years
MarketWatchWASHINGTON (MarketWatch) — Supported by growing demand and low inventory, home prices continued to run ahead in April, with year-over-year growth hit the fastest pace in more than seven years, according to data released Tuesday.
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Advisers Bolster Same-Sex Estate, Tax Planning
WSJ.comIt's becoming a busy time for financial advisers with same-sex clients.As more states recognize gay marriage and the U.S. Supreme Court gets ready to weigh in next month in a case that involves the federal tax rules for gay spouses, many ...
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Voices: Chris Bertelsen, on Finding Yield For Clients In or Nearing Retirement
WSJ.comVoices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Chris Bertelsen is the chief investment officer of Global Financial Private Capital based in Sarasota, Fla.
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Friday's Personal Finance Stories
MarketWatchDon’t miss these top stories:10 things movie critics won’t tell you.Gas prices shouldn’t hurt summer travel.How to snag a last-minute vacation deal.
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Mortgage lenders make flood insurance mandatory; More jumbo-mortgage borrowers will be required to add flood insurance
MarketWatchBatteries, flashlights, bottled water. Now more jumbo-mortgage borrowers will be required to add another item to their storm-preparedness checklist: flood insurance.
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When a Client Wants to Sell the Family Business
WSJ.comThe woman had most of her assets in a family business, which was run by one of her two sons. She was a widow in her 60s, and wanted to sell the company to fund her retirement.
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The Experts: The No. 1 Thing Investors Shouldn't Be Worried About–But Are
WSJ.comWhat is the No. 1 thing investors shouldn't be worried about over the next few years—but are? The Wall Street Journal put this question to The Experts, an exclusive group of industry, academic and other thought leaders who engage in ...
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Wednesday's Personal Finance Stories
MarketWatchDon’t miss these top stories:Why Twitter users won’t ‘follow’ new security rule.Fixed-rate jumbo mortgages make a comeback.Japan’s longevity secret: Social ties.
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The Experts: The Biggest Changes Ahead in the ETF Market
WSJ.comWhat are the biggest changes likely to hit the ETF market in the next five years? The Wall Street Journal put this question to The Experts, an exclusive group of industry, academic and other thought leaders who engage in in-depth online ...
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Banks loosen standards on down payments; Average down payment dropped to 16.1% last month, one survey finds
MarketWatchAside from rising home prices and reports of bidding wars, here’s one sure sign the housing market is improving: banks seem to be loosening standards for down payments.
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Hotel bellhops and room service face extinction
MarketWatchDon’t miss these top stories:Hotels copy airlines’ no-frills approach.5 fast-food meals that redefine breakfast.Behind Medicare’s hospital bill ‘discount’
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Fundamentals of Investing; The New ABCs of Mutual Funds; Share classes have changed in popularity as the financial-advice field has evolved
WSJ.comFor mutual-fund share classes, the landscape has changed dramatically over the past 10 years.One of the biggest shifts: More dollars are going into low-cost Class I, or institutional, shares, while the market for B shares, with their ...
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For Graduation, a Gift of a 529; Here's how family and friends can add to a college account
WSJ.com'Tis the season for graduation gift giving. Whether you have a child finishing kindergarten or high school, the best gift could be one your graduate can't unwrap: a contribution to a 529 college-savings plan.
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New York Attorney General Sues HSBC
WSJ.comNew York Attorney General Eric Schneiderman sued units of HSBC Holdings PLC on Tuesday, alleging the bank put mortgage borrowers at greater risk of losing their homes by repeatedly delaying the filing of paperwork that could have helped ...
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Dear Shareholder: You May Never Get This Message. But Don't Blame Us.
WSJ.comThe Motley Fool family of funds is holding an annual "shareholder party" this month. But a significant number of its fund investors—those who hold the shares through Fidelity Investments—didn't get the recent postcard invitation.
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Are You Paying Too Much for Your Investment Advice?
WSJ.comRegarding Burton Malkiel's "You're Paying Too Much for Investment Help" (op-ed, May 29): The data promulgated by John Bogle and others incontrovertibly demonstrate that essentially all actively managed stock mutual funds, over the long ...
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Spotlight: Janus Balanced; This stock-and-bond fund has posted steady gains with less risk
WSJ.comInvestors who still have nightmares about the 2008 financial crisis might want to consider Janus Balanced. The fund doesn't deliver shoot-the-lights-out performance, but it's a steady performer that offers remarkable downside protection.
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Julius Baer Gets Request for Data on U.S. Clients
WSJ.comZURICH—Swiss private bank Julius Baer Group AG Tuesday said it has received a request from U.S. authorities for information about American clients, a development that comes as the two countries wrangle over alleged tax evasion involving ...
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By Jason Zweig; How Funky Is Your 401(k)?
WSJ.comIs the invasion of the "offbeat bond funds" about to reach your 401(k)?Over the past three years, bond funds that invest outside the mainstream of U.S. Treasurys and investment-grade corporate debt—in high-yield bonds, foreign and ...
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No such thing as risk-free investment; Commentary: Instead of looking for risk-free returns, know the risks
MarketWatchBen is a 60-something investor who approached me recently for investing advice: “If your mother came to you and asked where she could get the very best risk-free return right now, what would you tell her to buy, or would you tell her to ...
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Small Group Held Sway in Outcome
WSJ.comA small group of investors helped James Dimon win a surprisingly large victory in a shareholder vote over his roles as chairman and chief executive of J.P. Morgan Chase & Co.
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Credit Unions Boost College Loans
WSJ.comCredit unions are offering more private student loans, creating new choices for borrowers grappling with high college costs.Nearly 590 of the nation's 6,955 credit unions offered student loans as of December, according to the Credit Union ...
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Regulators Scrutinize Firms' Ties to Insurers
WSJ.comNew York's top financial regulator subpoenaed a handful of Wall Street investment firms about their entries into a corner of the insurance industry that guarantees steady payments to hundreds of thousands of retirees and other consumers.
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Advisers Help Avoid 'Twice-Taxed' Syndrome
WSJ.comFinancial advisers are telling some clients it could be better to spend or give away dividends, interest and IRA distributions, instead of plowing the money back into the market where it will be taxed again.
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Hidden Debt Postpones a Client's Retirement
WSJ.comThe client was in his mid-50s and hoping to retire within the year. He had planned well for retirement, and his wife wanted to continue working for several more years.
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Being Too Fair Invites Trouble in Estate Planning
WSJ.comHow can wealth managers help keep an estate from winding up tangled in legal battles between the heirs? For one thing, encourage clients not to be too "fair" in the division of assets, say estate lawyers E. Patricia Chantler and Wonsun ...
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Execs on their favorite finance apps; How financial executives use their smartphones
MarketWatchI was recently at the annual Tiburon CEO Summit in New York, a sort of United Nations gathering of finance executives. Given how often these CEOs seemed to be checking their smartphones, I began to wonder what tools and apps they favored.
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Retailers: Food & Drug
WSJ.comHealthy living paid off for Sean Naughton in 2012.Mr. Naughton, an analyst with Piper Jaffray Cos. in Minneapolis, fed off vitamin retailers and grocers peddling organic food to become the top food and drug analyst in the Best on the Street ...
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Internet & Computer Services
WSJ.comStocks of companies involved in cloud computing, or data storage on the Web, and IT outsourcing have been on a tear in recent years, which caused some analysts to bet against continued gains in 2012.
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The New Science of Giving; A young Houston couple is planning to give away $4 billion—but only to projects that prove they are worth it. Can they redefine the world of philanthropy?
WSJ.comLIKE ANY POPULAR food writer, Gary Taubes gets more than his share of e-mails about his work. So he didn't give it much thought one day two years ago when he got a five-line comment about a podcast he'd given the week before. It was plainly ...
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Advisers Embrace Alternative Pension Plan
WSJ.comAs most U.S. businesses keep shifting the bulk of retirement funding and planning to their employees, some advisers are embracing an alternative approach that puts investment decisions squarely on the back of employers.
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Banks still have trouble getting paperwork right; Commentary: Foreclosures, loan modifications remain chaotic
MarketWatchDENVER (MarketWatch) — America’s mortgage foreclosure crisis is at least five years old, and two of the nation’s largest banks apparently still can’t handle all the paperwork.
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Panel: NDX Trading Must Pay Investors $5.5 Million
WSJ.comNEW YORK--An arbitration panel has ordered Minneapolis-based broker-dealer NDX Trading Inc. and now-inactive TradeRight Securities Inc. to pay roughly $5.5 million to a group of 55 elderly investors who claimed their mutual funds were used ...
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UPDATE: ING U.S. Reports Smaller Loss In First Results Since IPO
WSJ.comING U.S. Inc., reporting its first results since its partial public offering earlier this month, said its first-quarter loss narrowed as the performance of its retirement and annuities segments improved.
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The Winning Formula: Buy, but Don't Overdo It; In The Wall Street Journal's annual survey, the top analysts made their bullish calls count
WSJ.comThe pessimists no longer rule Wall Street, though they lurk nearby.In 2011, with markets in turmoil, sell orders helped analysts ascend to the top three spots in the 44 industry sectors covered by The Wall Street Journal's annual Best on ...
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What if you never file your tax return? Commentary: Answer the IRS’s calls, save money
MarketWatchThe Internal Revenue Service hasn't been under such intense public scrutiny since the hearings in the 1990s that led to the Tax Reform and Restructuring Act of 1998 (also known as the Taxpayer Bill of Rights 3). Last time, the targets were ...
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ING: Cheap and Ripe for a Takeover
WSJ.comThe little-known ING U.S. is a life insurer and retirement-services specialist that was cobbled together through acquisitions by ING Groep, the big Dutch financial-services company.
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When to Buy After a Foreclosure; Be cautious, even if your financial storm has passed
WSJ.comQ. Our credit was once good, but was wrecked when our house was foreclosed on years ago. Since then, we have been renting and paying our bills on time. We expect that our good payment habits will put us into a position to buy a home soon. ...
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The Experts: Should You Keep Cash in Your Portfolio?
WSJ.comBesides keeping some in an emergency fund, should the average investor have an allocation to cash and cash equivalents in an investment portfolio? The Wall Street Journal put this question to The Experts, an exclusive group of industry and ...
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A New Era for Do-It-Yourself Investing; Many investors want to call the shots—while turning to tools and people for help as needed
WSJ.comDo-it-yourself investing is gaining newfound popularity—but with a twist.Instead of going it entirely on their own, more investors are pursuing a kind of modified DIY approach, tapping an array of increasingly sophisticated online tools and ...
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Huge rise in preapproved credit-card offers; Just for you! A so-so offer we may revoke anyway
MarketWatchOpening the mail to find a “preapproved” offer on a credit card can feel like being welcomed into an exclusive club with lots of benefits. In reality, you may not even make the membership list.
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Foreclosure Error Cited
WSJ.comNearly 100,000 home loan borrowers whose mortgages were handled by Goldman Sachs Group Inc. and Morgan Stanley got checks for incorrect amounts to compensate them for potential foreclosure errors, the Federal Reserve said Wednesday.
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In Translation: Fed Doves and Hawks
WSJ.comWhen you hear finance people talking about doves and hawks, they usually aren't referring to our feathered friends. Most often they are describing the attitude of Federal Reserve policy makers toward inflation.
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Hedge Funds Bet on Freddie, Fannie Rise
WSJ.comSome of the hedge funds that made fortunes in the housing-market crash are now betting on the recovery of Fannie Mae and Freddie Mac, the government-controlled mortgage giants.
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Wednesday's Personal Finance Stories
MarketWatchDon’t miss these top stories:10 things the sleep-aid industry won’t tell you.Why iPhone repair costs have soared.15 new mental illnesses in the DSM-5.
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Focus Shifts to State Estate-Tax Planning
WSJ.comThe federal government won't tax an individual's estate if it's worth less than $5.25 million.But many states will tax estates worth far less. For example, New Jersey's estate tax kicks in at $675,000--the lowest threshold in the nation.
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The Experts: What Is the Best Way to Invest on Your Own?
WSJ.comWhat advice do prospective do-it-yourself investors need to hear before they start managing their own money? The Wall Street Journal put this question to The Experts, an exclusive group of industry and thought leaders who engage in in-depth ...
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Has Cash Been Holding Your Stock Fund Back? It Could Pay Off Later.
WSJ.comIs cash in a stock fund's portfolio trash or treasure?How an investor answers can depend on whether stocks are rising or falling. So far this year, with stocks surging and the Dow Jones Industrial Average blowing past its ...
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J.P. Morgan Seeks More Risk Savvy
WSJ.comJ.P. Morgan Chase & Co. is looking for more directors who can serve on the board's risk committee, said people close to the company, amid calls from some investors for corporate-governance changes at the largest U.S. bank.
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Some Banks Halt Foreclosures, Citing Regulator's Bulletin
WSJ.comSome of the nation's largest banks, including Wells Fargo & Co., suspended foreclosure sales in a number of states following guidance issued last month by federal banking regulators.
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Western Union Could Be in the Money
WSJ.comCompetition in the $466 million consumer money-transfer business is growing, and industry giant Western Union is feeling the heat.The company cut prices by at least 5% last fall for customers sending money abroad, and the move appears to be ...
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Sucking a Business Dry
WSJ.comSometimes private-equity firms do little more than suck up money like a vacuum cleaner and leave someone else holding a big, ol' dusty bag full of debt.
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Oil & Gas Producers
WSJ.comAnalysts following the refining sector spent 2012 focusing on the central U.S., where a surge in domestic oil production was creating low prices for those refiners. But Craig Weiland's gaze was fixed on the West Coast.
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Nationstar Foreclosure Processes Are Probed
WSJ.comNationstar Mortgage Holdings Inc. halted foreclosure proceedings against home-loan borrowers in 23 states at the request of four state attorneys general, but then resumed the procedures after an internal review of its practices, according ...
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New College Lenders Step Up
WSJ.comCredit unions are offering more private student loans, creating new choices for borrowers grappling with high college costs.Nearly 590 of the nation's 6,955 credit unions—member-owned nonprofit financial institutions—offered student loans ...
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Weigh Taxes When Picking a State for Retirement
WSJ.comWhen it comes to choosing the best state in which to retire, some people look beyond traditional needs like nice weather and recreational opportunities.
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Financial Advice, Served Rare
WSJ.comYou don't have to be a Rockefeller to join a family office.Family offices are private firms that manage just about everything for the wealthiest families: tax planning, investment management, estate planning, philanthropy, art and wine ...
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An Estate Plan to Prevent Sibling Disputes
WSJ.comThe 60-something client came into adviser Ross Gerber's office to help address a rift that was opening in his family.He had remarried and had young children, but both he and his new wife had adult children from their previous marriages. And ...
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Foreclose-Pact Miscues Put Firm on Hot Seat
WSJ.comWASHINGTON—Lawmakers and federal bank regulators are stepping up scrutiny of a consulting firm that twice bungled payments to consumers in a foreclosure-abuse settlement.
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Spotlight; Rebound at Third Avenue Value Fund
WSJ.comA new vulture appears to have found his wings at Third Avenue Value, but regaining investors' trust is taking time.When legendary "vulture" investor Martin Whitman left the fund a little more than a year ago, Ian Lapey, his co-manager and ...
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Insurers to Annuity Owners: We Don't Want More Money; In an effort to reduce risk, companies restrict additional funds for some of their most-generous products
WSJ.comIt isn't often a business says, "Thanks, but no thanks," when you try to invest more money with it.But that is what a growing number of life insurers are saying to people who, years back, bought the retirement-income product known as a ...
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Mixing It Up; Sell Some Stock If Retirement Is Near; With stock indexes strong, investors should sell some winners to build cash, this adviser says
WSJ.comTake some money off the table. That's the recommendation of Kent Kramer, an adviser in Des Moines, Iowa, who says that with stock indexes at record levels, pre-retirees should consider selling some shares and setting aside the proceeds.
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Investor, Know Yourself; We're all subject to emotional and psychological pulls on our finances. Take this quiz to uncover the real reasons you invest the way you do.
WSJ.comWant to be a smarter investor? Get in touch with your feelings.The usual advice tells us that we have to use reason, not emotion, when we make investment decisions. But even if we think we're being cold and analytical when we make a move, ...
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RICH Hilow; Advising the Young: A Win/Win
WSJ.comMany financial advisers don't go out of their way to work with young investors. Young people typically don't have $250,000, much less a million dollars, lying around waiting to be invested, so some advisers don't think it's worth their ...
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Limited Relief in Foreclosure Pact
WSJ.comThe vast majority of borrowers being compensated for mortgage-related abuses will get $1,000 or less apiece.About four million borrowers will share $3.6 billion in cash as part of a settlement between federal regulators and banks accused of ...
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Senate Democrats Blast Regulators on Foreclosure Reviews
WSJ.comWASHINGTON—Senate Democrats blasted federal banking regulators for not revealing more details about what consulting firms found during a review of mortgage-foreclosure abuses and how those firms performed.
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Voices: Robert Richter, on How Tax Reform Could Affect 401(k) Plans
WSJ.comVoices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Robert Richter is the Jacksonville, Fla.-based vice president of SunGard's wealth & retirement administration business, ...
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SEC Spares UBS a Worse Fate
Barrons.comFund Scope | ScoreboardThe Securities and Exchange Commission on March 13 granted UBS Financial an exemption that generated little attention. The firm's application for this forbearance had been duly published in the Federal Register in ...
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Taking an Alternative Approach to Index Funds
WSJ.comInvesting's "new normal" is spurring more portfolio managers to say they're willing to try alternative ways to tap into low-cost index funds.
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Minimizing a Wealthy Client's Tax Liability
WSJ.comThe 66-year-old widow had been a client of adviser Jay Wertz since her husband died in 2007, leaving her with had an estate worth $30 million.
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How to Rollover a 401(k)
To get a clearer picture of your money, consolidating old workplace accounts to an IRA or your next employer plan makes a lot of sense.