SEC, FINRA Enforcement: 2 Busted for Selling Fake ‘Charitable Gift’ Annuities
Meanwhile, the SEC busted a $114 million Ponzi scheme involving driver safety technology.
Top 10 Worst-Funded State Pensions: 2015
Pew data shows which states’ public workers are in the worst shape for retirement.
Advisors Who Serve(d) Tell Their Stories: Fourth of July, 2015
In the second part of our latest slideshow honoring advisors who served in the armed forces, we present 17 veterans deserving recognition.
6 Results if Supreme Court Kills Obamacare Subsidies
The Supreme Court is expected to make a ruling on the King v. Burwell case any day now.
11 Best & Worst 529 College Savings Plans of 2015: Morningstar
ThinkAdvisor looks at the college savings plans rated Gold, Silver and, well, Negative.
Retiring? Then It’s Time to Move
Surprising insights emerge about when, where and why retirees relocate, Michael Finke writes.
10 Best States for Military Retirees: 2015
WalletHub ranks the best states for former servicemembers based on their economies, quality of life and health care.
8 Ways to Build Extreme Client Loyalty
These steps, large and small, will sustain long-lasting client relationships.
Top 15 Most Expensive States for Long-Term Care: 2015
Paying for health care is a top boomer retirement worry — and in these states, it’s easy to see why.
Gates, Pritzkers Take on Musk in $5 Billion Race for New Battery
Gates is backing MIT’s Donald Sadoway, who says he’s perfected the chemistry for a 10-ton liquid metal battery.