The UK Financial Conduct Authority and the US Commodity Futures Trading Commission are partnering on financial-technology initiatives. "We believe that by collaborating with the best-in-class FCA fintech team, the CFTC can contribute to the growing awareness of the critical role of regulators in 21st-century digital markets," said CFTC Chairman J. Christopher Giancarlo.
Financial planning software can bolster retirement talks with clients and help them see how various scenarios could affect them. When searching for the right package for your practice, consider factors such as ease of use and whether the software uses a goals-based or cash-flow-based approach.
A retiree who feels adrift in a life without employment might be able to find fulfillment through freelance work, a short-term position or consulting.
Outstanding credit card debt exceeded $1 trillion last year, according to the Federal Reserve. Here is a look at six types of expenditures that should not be put on credit cards.
The value of deals prohibited or abandoned because of antitrust concerns from regulators worldwide climbed to $162.9 billion in 2017 from $86.5 billion in 2016, according to Allen & Overy.
Many clients appreciate advisers who include charitable giving with financial planning. Here's how to incorporate this service into your practice.
Being able to influence people is a valuable skill, one that doesn't require a formal title. Here are tips on how to become more influential within your organization.