Wealth Management

More than 150 financial advisers with Capital Investment Cos. of Raleigh, N.C., are now members of the Financial Services Institute. The first-year memberships are courtesy of Capital Investment, whic… Read More

Baby boomers born between 1946 and 1955 may be the last generation to maintain their standard of living in retirement, according to a Pew Charitable Trusts study of five American generations' wealth. … Read More

An adviser demonstrates how the investment strategy known as active asset location, which allocates investments between taxable and tax-deferred accounts, can result in tax savings for clients. While … Read More

Some broker-dealers are adopting more conservative policies when it comes to selling alternative securities such as real estate investment trusts. Illiquid, hard-to-trade securities are the focus of t… Read More

Companies that lack environmental insurance may find themselves vulnerable to losses from events such as pesticide spills and oil-tank failure, according to a report by an international insurer group.… Read More

The Certified Financial Planner Board of Standards wants to see an increase in the number of women working as financial advisers and attaining the CFP designation. The CFP Board has established a Wome… Read More

Emerging market securities are becoming an important source of diversification for portfolios, according to two Fidelity Investments fund managers. Emerging markets are becoming more diversified and a… Read More

The late William Polk Carey, founder of sale-leaseback real estate company W.P. Carey, has been honored by IPA for accomplishments during 60 years in the industry. Carey received IPA's first Lifetime … Read More