Wealth Management

The use of exchange-traded funds will more than double by 2017, according to a study by BlackRock's ETF unit, iShares. The study projects an increase in ETF use from $1.5 trillion to $3.5 trillion in … Read More

The Retail Investor Protection Act would require the Labor Department's fiduciary proposal to be released 60 days after the Securities and Exchange Commission version of the rule. The bill is expected… Read More

The Senate Finance Committee has laid out the issues it is likely to consider regarding charitable deductions as it works on an overhaul of the federal income tax system. In a background paper distrib… Read More

Financial advisers face a dizzying array of certification options when it comes to retirement withdrawal designations, Wade Pfau writes. He highlights three options. Read More

Midsize companies that do business in "failed states" and other foreign conflict zones can reduce their risk of civil and criminal liability by taking steps to ensure that all contracts are sufficient… Read More

Rep. Dave Camp, R-Mich., chairman of the House Ways and Means Committee, and Sen. Max Baucus, D-Mont., chairman of the Senate Finance Committee, say they will travel around the U.S. to learn more abou… Read More

Regulators are not likely to enact major changes this year that would affect investment managers and financial advisers, analysts say. A uniform fiduciary standard, for example, will take until next y… Read More

RCAP Holdings has agreed to acquire First Allied Securities as part of a deal to purchase outstanding shares of First Allied Holdings. Nick Schorsch, who controls RCAP, plans to keep running First All… Read More