15 Cheapest States for Long-Term Care Costs: 2015
The old saw about “what goes up must come down” obviously wasn’t coined by someone thinking about the costs of long-term care.
Top 10 Dumbest States for Financial Literacy: 2015
Residents of these places have a lot to learn about money basics.
Protecting Grandma From Elder Abuse
Imagine a broker driving an 83-year-old widow with Alzheimer's to local banks so that she can withdraw over $1 million from CDs.
Royal Alliance Adds $600M Group With 33 Reps
Also, Securities America welcomes back a $100 million team from LPL Financial.
How I Met My Client: Charles Barkley
Raymond James advisor Glenn Guthrie talks about how he landed the former NBA player as a client.
50 Ways for States to Tax Residents
Which states have the lightest tax burden? The answer isn't as straightforward as it seems.
Is Out of State Retirement Right for Your Clients?
Your clients may have most of their ducks in a row – retirement accounts, life and health insurance, Social Security and asset draw-down strategies – but have they decided for sure they'll be staying in place?
Boomers’ Newfound Freedom Changes How They See Home
Around age 61, boomers say they feel more freedom to live wherever they wish than they did when they were younger.
12 Best & Worst Broker-Dealers: Q4 Earnings, 2014
Here’s how some of the biggest firms’ earnings compared over the fourth quarter.
Stifel-Sterne Agee Deal Is a Go for $150M
The merged firm should have more than 2,830 advisors and $200 billion in client assets.