ABLE Act Passed, but Many Questions Remain
For states deciding whether to host or contract a qualified disability savings account program, there’s a lot to consider.
Top 20 States for Private Equity Investment in 2014
Some 3,100 U.S. businesses benefited from private equity investments last year.
New Hire Roundup: O’Connell Named Chief Risk Officer at Phoenix Cos.
Meanwhile, The Angel Capital Association elected Christopher Mirabile as chairman and Linda Lorraine Smith as vice chairwoman.
New Hire Roundup: SEC Names Regional Director in Salt Lake City
Meanwhile, tennis champion Andy Murray joined the advisory board of Seedrs, a U.K.-based crowdfunding platform.
How to Connect With 4 Generations of Clients
Ivy Funds takes a look at the formative experiences that have shaped traditionalists, baby boomers, Gen Xers and millennials.
New Hire Roundup: NY Life Names John Kim President
Meanwhile, James Perkins has joined the Mather Group's Chicago investing team as a senior portfolio analyst.
Own a Luxury Vacation Home Without the Hassles of Ownership
Equity Estates’ Luxury Residence Fund offers both "return on investment" and "return on living," its founder says.
Wells Fargo Adds Morgan Stanley Reps; LPL Picks Up Team From JPMorgan
Also, an LPL affiliate forms an RIA partnership to attract new reps to its network.
Beating Buy and Hold: A Thinking Man’s Guide to Market Timing
Investors have heard for ages that tactical strategies are a fool's errand. But the results of these high-caliber market timers speak for themselves.
Baird Adds $350M Ex-Schwab Rep
Meanwhile, Raymond James and Ameriprise pick up teams from Morgan Stanley and Stifel.