Financial Illiteracy: The Local Solution
Pershing Advisor Solutions’ CEO Mark Tibergien was an early and vocal proponent of the serious industry need to attract and retain younger advisors to replace departing (and dying) advisors.
Supreme Court’s Obamacare Ruling Leaves GOP Few Options
Even if the Republican-led House and Senate were able to pass legislation repealing the health care law, Obama would veto it.
New Hire Roundup: Advisor Software Adds Nguyen as Chief Technology Officer
Meanwhile, Hartford Funds announced that Tom Scanlan, Tom Monks and Nick Hammer have joined as advisor consultants.
Retiring? Then It’s Time to Move
Surprising insights emerge about when, where and why retirees relocate, Michael Finke writes.
New Hire Roundup: SEC Names Grim Director of Investment Management
Meanwhile, Merrill has created a retirement income and investment team and a Mercatus fellow has been named chief economist for House Financial Services.
U.S. Unemployment Falls to Lowest Level Since May 2008
A net 223,000 jobs were added in April, notably in construction and health care.
10 Best & Worst States for High-Income Taxpayers
Income, property and sales taxes can really add up in some states, according to the Institute on Taxation & Economic Policy and WalletHub.
10 Best & Worst States for Low-Income Taxpayers
State and local taxes are surprisingly regressive in some states, the Institute on Taxation & Economic Policy and WalletHub report.
New Hire Roundup: Blundell Joins Northern Trust’s International Wealth Advisory Group
Meanwhile, Rick Golod is now chief global strategist at Behringer, and Marie Swift has joined the Wealthminder advisory board.
Merrill Rehires Branch Manager From Morgan Stanley
Michael Casey returns to the Thundering Herd after six years at rival wirehouses.