Lovell Minnick Sells Mercer Advisors to Genstar
The $6 billion RIA based in Santa Barbara, California, is set to have a new private equity owner.
United Capital’s Duran: Wealth Management Is Dead. Long Live Life Management!
Wall Street is out of step with the public in promising to make people rich—when their real goal is to have rich lives.
5 Clients Are Better Than 500, Says One Advisor
Perfect Client founder Anthony Lombardi updates ThinkAdvisor on his client-shrinking, profit-maximizing relationship approach.
SEC Chief White: Fiduciary Rulemaking Just Getting Started
Any such rule is “still a 'whether' question," SEC chairwoman says, pointing out she is only "one of five votes" on the commission.
Morgan Stanley CFO to Leave for Google
Ruth Porat will take the same position at Google and will be one of the few female top executives in Silicon Valley.
U.S. Retirement Crisis Is Real: NIRS
A pair of surveys released in March by the National Institute for Retirement Security shows that the country is facing a retirement crisis.
50 Ways for States to Tax Residents
Which states have the lightest tax burden? The answer isn't as straightforward as it seems.
PIMCO Sees Year of Higher Growth, but Fed Rate Hike May Roil Markets
Global monetary easing, lower oil prices and move away from austerity are all net positives, the investment firm argues.
Several States Looking Into Required Pension Programs
Millions of individuals are at risk for not having enough money to maintain their standard of living in retirement.
Calming the Worst Fears of Women Retirees
Nobody finds it easy to save for retirement, but when it comes to women, that task is proving especially difficult.