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.
SEC Enforcement: Ohio Advisor Hid Shortfall in Client Assets
Meanwhile, the SEC charged a hedge fund advisory firm and its execs with faking earnings.
20 Best & Worst States for Taxpayer Value
WalletHub’s study factors in infrastructure, education, health and three other categories of state government services.
Top 15 Cheapest States for Long-Term Care Costs: 2014
Genworth’s 11th annual study provides data on the states with the lowest costs across a range of LTC services.
8 Tax Evaders Who Should’ve Known Better
The lineup of tax dodgers includes a vice president, a U.S. treasurer and a federal judge.
17 RIAs Sign Succession Deals via Focus Financial
The advisor rollup firm aims for its 27 partners to work together on transitions and continuity planning.
20 Best & Worst Cities for Pension Funding
The woes of public pensions are big news, but not all are in crisis.
New Hire Roundup: FPA Welcomes David Brand Back to the Fold
Also this week, Securities America names a director of practice succession and acquisition and a new member for its recruiting team, while an SEC litigator joins WIlmerHale.
New Hire Roundup: Ohio Securities Commissioner Andrea Seidt to Lead NASAA
Stephanie Zaffos joined Convergent Wealth Advisors, Scivantage welcomed Jim Toussignant, and the SEC announced three staff promotions.
Spouses Who Plan Together Are Best Prepared to Retire: Behavioral Study
New behavioral research predicts that discussion between pre-retirement spouses can lead to more success and less stress when they leave the work force.