Sixty-nine percent of older investors remain heavily exposed to equities, according to a national study by Global Atlantic Financial Group.

The Griffin Capital Essential Asset REIT buys LPL’s South Carolina campus, IRAs assets are surging, Rick Rieder’s work ethic.

Waiting until the final bill is signed may not provide enough time to make changes before the end of the year.

First-in, first-out inhibits investor choices, causes capital gains taxes to go up and complicates financial planning for millions of Americans, Eaton Vance’s Thomas Faust Jr. argues.

Dimensional Fund Advisors has the strongest loyalty among fee-based advisors, a $1.3 million producer returns to Alex. Brown and millennials are open to 401(k) mandates.

Questions should be raised now with any charitable gift of life insurance.