United Capital Acquires FlexScore Creators Valley Wealth
United Capital said Thursday that it has acquired Valley Wealth, an RIA based in California, that has $320 million in AUM.
Almost Half of Boomers Think Retirement Plans Are Free
Almost half of boomers think they don’t pay any fees in their retirement account, according to a survey released Monday by Rebalance IRA.
Millionaires Are Giving Back, but They’re Not Happy About It
Many philanthropists are unsatisfied with the impact their time and money have on the causes they support.
10 U.S. Companies With Lowest International Tax Rates
WalletHub recently released an analysis of taxes paid by the 100 largest firms and found S&P 100 companies pay about 22% less abroad.
After DOMA, Financial Planning Still a Challenge for Same-Sex Couples
More and more states have struck down gay marriage bans, but uniformity in benefits is still a long way off.
Financial Abuse Starts With Friends and Family, Not Strangers
Americans think they have a clear idea of where financial abuse against seniors starts, but they are wrong, a survey from Allianz Life found.
How Active Investing Can Keep Portfolios Healthy: Osterweis
A white paper by Osterweis Capital Management points out that while passive investments go up with the market, they also go down with it.
Fidelity Launches Actively Managed, Fixed Income ETFs
Fidelity Investments is expanding its ETF offerings with a suite of actively managed fixed income funds.
PIMCO’s New CIO Gives Global Outlook, Sees U.S. Energy as Key Tool
CIO Scott Mather and Greg Sharenow say geopolitical volatility is slowing global economy but see U.S. energy as a stabilizing force.
Hacked: What to Do When Cybercriminals Hit Your Firm
Cybersecurity is a constant threat, and considering how attractive a target a financial firm is, especially if it serves high-net-worth clients, advisors should be prepared for the worst.