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Applications for the 2015 Paul S. Mills Scholarships are now available on the Foundation for Financial Service Professionals’ Web site. The Mills Scholarship program provides needs-based scholarships to students pursuing undergraduate degrees in financial service-related...

source: FSP

Tax strategy and investment management are important, but communicating with clients is one of the most critical aspects of any financial planner's practice, argued pioneering planner Harold Evensky. "It's really about presenting to our [prospective clients] what we believe...

source: Financial Planning

Many advisors who work with ultra-high-net worth families worry that their clients’ children will go elsewhere for advice as soon as they have the chance. If you share this concern, you'll be glad to hear that the majority of millennial family clients (ages 18 to 33)...

source: Wealth Management

Large employers can choose whether to send their workers Form 1095-C coverage information notices for the 2014 plan year. Health insurers and sponsors of self-insured plans can choose whether to send enrollees Form 1095-B coverage information notices for the 2014 plan year....

source: LifeHealthPro

Federal Reserve officials are on track to start raising short-term interest rates later in 2015, even though long-term rates are going in the other direction amid new investor worries about weak global growth, falling oil prices and slowing consumer price inflation. After...

source: MarketWatch

The richest 1 percent are about to control a majority of the world’s wealth. That’s according to anti-poverty charity Oxfam, which said the slice of global wealth held by the world's most affluent reached 48 percent in 2014,...

source: Bloomberg


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