Top 10 Dumbest States for Financial Literacy: 2014
WalletHub, a financial decision making site, assessed states based on two categories: knowledge and education; and planning and daily habits.
Geithner Omits Cost of Success in ‘Stress Test’
What Tim Geithner doesn't entirely convey in his new book is that success came at a steep price.
Top 5 States With Greatest New 401(k) Growth
New 401(k) plans are a good indication of a state’s growing economy, according to research by Judy Diamond Associates.
Merrill Nabs 2 Advisors, Wells Adds 5
The new Merrill team has $3 billion in assets, while each of Wells Fargo’s latest recruits produces more than $1 million in yearly fees and commissions.
Grieving Clients, Sensitive Advisors
Communication with the bereaved is an increasingly important advisory skill.
Top 25 Best Cities for Millennials to Live
For financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.
Focus Adds Former FiNet Team, Lebenthal Brings on Morgan Stanley Group
Meanwhile, Securities America picks up a Wells Fargo rep, and United Planners says it had a banner year in 2013.
Top 10 States With Fastest 401(k) Growth
The average 401(k) balance in 2012 was nearly $76,000, up 11% over 2011, according to Judy Diamond Associates.
SEC, FINRA Enforcement: Fund Assets Raided to Pay Bonuses, Firm’s Expenses
Also, FINRA censured and fined a firm $130,000 for short position reporting failures.
20 Best & Worst U.S. Cities for Saving Money
Savers don’t get much help today, but a new survey by GoBakingRates found that some cities may be easier to save in than others.