New Hire Roundup: Aberdeen Adds NYC Office
This week in new hires, MFS Investment Management welcomed Philip Stewart and promoted David Bryant; Leslie Voth was named CEO at Pitcairn; and Michael Millman joined U.S. Bank’s Private Client Reserve in San Francisco.
Advice for the Next President; High Returns With Low Risk: September Research—Slideshow
The September issue of Research puts a prime focus on the upcoming election. In "Where Will They Steer Us?" Nicole Gelinas of the Manhattan Institute looks at Wall Street reform. In "A Bold New Direction," Senior Editor Kenneth Silber sketches out a radical tax overhaul. Other highlights of the issue...
Cold Calling 2012
I need your help to find out which cold calling scripts and lists work best and what unique strategies may be out there.
Retirement Planning Groups to SEC: Stop Messing With Money-Market Funds
In a joint letter to the SEC Tuesday, the ICI, FSI and others said the proposed changes would render the funds "far less desirable—if not unusable—for retirement savers."
DOL Backs Off Controversial Brokerage Window Plan
EBSA backed off on its controversial fiduciary requirements involving brokerage windows under its fee-disclosure rule 408(b)(2) that had the retirement planning community up in arms.
Business of Sports: 7 Big Sponsorships by Prudential
An obvious key advertising arena is sports, and Prudential is a big player. Fans would have a hard time not associating a “piece of the rock” with their favorite teams, from the Yankees to the Devils to the Red Bulls.
Benefits Council Applauds Pension Relief in Senate Bill
The American Benefits Council is applauding the final passage by the Senate today of The Highway Investment, Job Creation and Economic Growth Act, as the bill includes a provision that provides pension funding relief to companies.
How to Avoid Investors’ Most Taxing Problem
You can have great returns on your investments, but if Uncle Sam is taking a lot of those gains through taxes, you ultimately end up with below-average returns.
Process Implementation: Moving Toward a More Efficient Office
Sometimes the snag in a smoothly functioning practice is the advisor
PIMCO’s El-Erian on Debt Deal: Short-Term Gain, Long-Term Disdain
The CEO of PIMCO said Sunday that the potential agreement ‘does nothing to restore household and corporate confidence.’