20 Best & Worst States for Taxpayer Value
WalletHub’s study factors in infrastructure, education, health and three other categories of state government services.
Premium Increases Expected for Long-Term Care Insurance
Longer life spans and medical issues leave policyholders facing huge hikes.
8 Key Tips to Keep HNW Clients Happy
"Working with affluent people and the complex situations they bring is where it gets really fun,” says Andrea Blackwelder of Wisdom Wealth Strategies.
Government Pension ‘Millionaires’ Outearn Private Sector
A private-sector worker would need a 401(k) balance of $768,940 to match the retirement income of his public-sector counterpart, writes Andrew Biggs of AEI.
Securities America Reps Get Mobile Check Deposit Tool
Pensionmark Retirement Group rolls out Document Vault for clients, including some LPL advisors.
Changes Afoot in Washington Well Ahead of Midterm Elections
"It’s virtually certain that Republicans will retain control of the House — and now are within striking distance of taking the Senate,” says strategist Valliere.
Focus Draws $1B UBS Breakaway Team
Raymond James tweets its recruiting news, as Morgan Stanley and UBS share their latest advisor deals.
How to Offer a ‘Mind-Blowing’ Client Experience
Successful advisors increasingly take a highly personalized approach.
Merrill Grabs 3 Reps as Raymond James, LPL Each Add 2 Advisors
Meanwhile, Baird picks up a veteran financial advisor in Denver, who previously was with Charles Schwab.
Bill Gates Issues Annual Foundation Letter
Gates pushes innovations in measurement for delivery of effective services.