The Keys to Safeguarding Your Client Base
These crucial skills can protect your advisory business from competitors.
Research Affiliates Explains QE
Chris Brightman clarifies the different tacks taken by the Fed, the Bank of England, the European Central Bank and the Bank of Japan.
Paid Tax Preparers Should Be Regulated, Consumer Groups Say
More than half of all tax returns are prepared by paid tax preparers, only 40% of whom are subject to mandatory professional standards, coalition says.
10 Super Bowl TV Ads to Watch For
With 110 million viewers expected to Watch Super Bowl XLIX on Sunday, the best marketers in the world are pulling out all the stops.
New Hire Roundup: SEC Names Schneider Associate Regional Director for Pacific Northwest
Meanwhile, Advisor Software announced that Erik Jepson has joined as chief customer officer.
Obama Drops 529 Tax Plan; New College Saving Bills Floated
Administration will now focus on delivering a “larger package” of education tax relief that will have bipartisan support.
Is State Regulation the Future of Financial Planning?
Time to rethink national regulation of financial planners in favor of state oversight? Michael Zmistowski of the Florida Council of the FPA makes the argument.
10 Super Super Bowl Numbers: 2015
Off the field, the stats don't lie about gluttony, gambling and other big-game behavior.
10 Worst Cities for Jobs: 2015
The job market is improving, but some areas are less fertile for employment than others.
RBC to Buy City National, Boost U.S. Wealth Operations
The U.S. operations of the Canadian bank currently include about 2,000 reps and $280 billion in assets.