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September 23, 2018

6 Reasons Your Kids Should Have a Roth IRA

Depositing all or a portion of the money your kids have earned mowing lawns, selling lemonade or babysitting into a traditional savings account is good and fine, but diverting those same dollars to a Custodial Roth IRA could be the difference between teaching them to save AND teaching them to…
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June 22, 2017

FT 300: Top Registered Investment Advisers 2017

A snapshot of the best RIAs across the US, listed by state. Plus: the trouble with bitcoin; millennials’ influence on ESG investing; and how regulatory limbo confuses clients ... more in Financial Times.
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April 15, 2016

FAs Worry SEC’s New Derivative Restrictions Are Overkill

With last month’s deadline to comment on the SEC’s proposed limits on funds’ use of derivatives now passed, asset managers aren’t the only ones preparing in advance for a final ruling. ... more in Financial Advisor IQ.
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November 30, 2015

Fiduciary Team Leaves Wells Fargo’s FiNet for Greater Freedom

After more than six years using Wells Fargo Advisors’ independent network, FiNet, advisor Michael Eddy left in August to form his own RIA. The firm, Berkeley Capital Partners, now manages more than $400 million. ... more in Financial Advisor IQ.
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