10 Most Tax-Friendly States for Retirees: 2017
You can’t always judge a retirement place by its weather, although low taxes in some northern states may warm a retiree’s heart.
Minnesota Securities Regulator Rothman Steps Down
Rothman to seek Minnesota Attorney General post.
12 Best Small Cities for Successful Aging: 2017
Milken ranked 381 metropolitan areas for elderly adults using metrics not for a relaxing retirement but for an active one.
NAFA Fiduciary Case Postponed Till 5th Circuit Ruling
Postponing oral arguments provides ‘some much-needed breathing room,’ says NAFA’s Anderson.
Theo Epstein: What Baseball Can Teach Advisors About Failure
In baseball, if you fail more than you succeed, then how did Epstein lead the Red Sox and Cubs to glory, all before age 43?
Creating a Special Needs Plan for Social Security, ABLE Accounts
Recent data shows one in five individuals will face the need for special needs financial planning, but it’s often overlooked by advisors.
Passive Investing a ‘Great Way to Free Up Time’: Schwab’s Clark
Most indie advisors see the rise of passive investing as an opportunity, not a threat, according to a Schwab survey.
Securities America Adds $446M All-Women RIA: Recruiting Roundup
Meanwhile, RBC draws teams from Wells Fargo and UBS, and Ameriprise brings on a group from Merrill Lynch.
How Do You Beat a Robo-Advisor? Trust
Successful financial advisors must have the trust of their clients, an MIT economist says.
DOL Ready to Enforce Fiduciary Rule: Acosta
If firms are willfully violating the best-interest standard, which took effect June 9, Labor will use its enforcement authority, Acosta told lawmakers.