As millions of Americans plan their financial futures, they often confront a nagging question: “What kind of inheritance can I count on, and how will that figure into my overall retirement ...

Here is a recap of today's inflation report: YoY: 2.4% increase, lower than the 2.6% increase expected by economists MoM: 0.1% decrease, less than the 0.1% increase expected Core YoY: 2.8% ...

How did Bryan Bibbo rise to become president of JL Smith Holistic Wealth Management, a $1 billion-asset business, at just 37 years of age? Embracing mentorship was critical, he says—especially ...

The Securities and Exchange Commission is charging a former Marine with orchestrating an alleged fraudulent scheme that bilked 24 investors out of at least $2 million.

The judge’s ruling is the latest twist in a three-year battle over changes Vanguard made to target-date funds that investors say stuck them with unnecessary tax bills. A federal judge rejected a ...

A former registered investment advisor has been sentenced to just over 10 years in prison for stealing about $2.25 million from her firm’s elderly clients, including some who were receiving end ...

But as registered investment advisor firms get bigger, approaching or exceeding $50 billion in assets under management, sovereign funds, backed by the enormous wealth of places such as Singapore ...

Mercer Global Advisors has acquired a large registered investment advisory firm in Oklahoma City, its sixth acquisition of the year. With the purchase of Full Sail Capital, Mercer gains a 14 ...

Last Friday Moody’s downgraded U.S. debt (from its highest rating to its second highest rating) making it the third major U.S. ratings agency to take such action in recent years. The decision ...

The firm has acquired Cable Hill Partners, a Portland, Ore.-based registered investment advisor with approximately $2 billion in client assets. Financial services firm Coldstream acquired Cable ...

A new second in command is coming to Edelman Financial Engines. The firm, which consistently ranks No. 1 on Barron’s list of top RIA firms, has named Ralph Haberli as president, effective July 2.

This "About" section is provided by Craig Pernick. This "Community Involvement" section is provided by Craig Pernick. Craig serves on the Board of Trustees of the Montgomery County, Maryland ...