Jeff Rubin
Jeff Rubin, the disgraced financial advisor who lost a number of NFL clients upwards of $43 million, was the subject of a 60 Minutes segment on Sunday. In it, Rubin apologizes apologizes, saying, "If I can go back in time, I wish I’d ...
For years, analysts have struggled to evaluate alternative mutual funds, as these funds have had varying degrees of success in delivering diversification and low volatility in a portfolio. That’s why Morningstar is launching a new style box f...
Flawed.
A 2014 report from the Public Investors Arbitration Bar Association (PIABA) criticized FINRA’s BrokerCheck system for not including information available from many state securities agencies, such as the circumstances behind a broker’s ...
The clock's ticking.
AssetMark launched a new assessment tool on Tuesday that it says will provide advisors with a comprehensive look at how prepared their firm is to comply with the Department of Labor’s pending fiduciary rule. The tool is co...
Meet Katana.
A common refrain about digital advice technology is that while it may be good for small accounts and new inves...
Screening for risk. | Copyright Chip Somodevilla, Getty Images
The Securities and Exchange Commission examines only 10 perc...
Resplendent with controversy and mudslinging, this election cycle has chided investors into increasing their cash holdings...
Not totally independent yet. | keira01/iStock/Thinkstock
Millennials may strive for financial independence, but as a whole, they've been slow to break out on their own. According to Fidelity Investments' Millennial Money Study, nearly half (47...
Scared and confused is how Americans feel about handling their personal finances, says a new report by SmartDollar and Ramsey Solutions. While 26 percent say they are scared and 25 percent feel confused about handling money, only 26 percent o...
Financial advisors are not fans of Hillary. | Copyright Chip Somodevilla, Getty Images
Consider the source here, but Breitbart.com is reporting on a Woodbridge Wealth survey that 83 percent of financial advisors prefer Donald Trump over Hillar...
