Bernie Madoff: Making Your Job Harder—The 2015 IA 35 for 35
Five years after Madoff was sentenced to 150 years in prison for conducting the biggest Ponzi scheme in history, investor confidence still hasn’t fully recovered.
Raymond James Shares New Tech, April Results
The firm is recognized for an aggregator tool, and says its client assets are nearly $502 billion.
GMO: Monetary Policy Is ‘The Greatest Con Ever Perpetuated’
GMO's James Montier chides policymakers for devoting attention to "a make-believe concept" while ignoring a tool that could reignite economic growth.
Dodd-Frank Rollback Bill Advances in Senate
The Senate Banking Committee passed on a sharp party-line vote Thursday the Financial Regulatory Improvement Act. Democrats including Sen. Warren blasted the bill.
Women: ‘The Largest Emerging Market in the World’
The conversation is shifting from "stark gender comparisons toward discussions that focus on how the investing world must adapt and embrace women," says Mellody Hobson.
Advisors Who Serve(d) Tell Their Stories: Memorial Day, 2015
In our latest slideshow honoring advisors who served in the armed forces, we present 16 veterans deserving of praise.
Smaller Private Foundations Gave Out Much More Than Required in 2014
Foundations with less than $1 million in assets averaged distributions of 13.2%, Foundation Source reported.
SEC Charges Atlanta Advisor With Defrauding Police, Firefighter Pension Plans
Firm breached its fiduciary duty by selling unsuitable investments to pension funds for the city’s police, firefighters and transit workers, the SEC says.
Savant Makes Orion Capital Its Third RIA Acquisition in 17 Months
The Orion Capital Management acquisition brings Illinois-based Savant’s total AUM to nearly $4.5 billion, and CEO Brent Brodeski says another deal is "in the works."
New Hire Roundup: NY Life Names John Kim President
Meanwhile, James Perkins has joined the Mather Group's Chicago investing team as a senior portfolio analyst.