Liz Ann Sonders, Schwab’s Investor Interpreter: The 2014 IA 25 Profile
Sonders keeps it simple for investors, and that has made her one of the most widely listened-to people in the industry.
Top 15 Most Expensive States for Long-Term Care: 2014
A range of LTC services spanning 14,800 LTC providers was used for Genworth’s annual study to rank these costly states.
Bogus Fees Found at 200 Private Equity Firms: Source
A majority of private-equity firms inflate fees and expenses charged to companies in which they hold stakes, according to an internal SEC review.
Top 10 Best States for 401(k) Plans
The best states for 401(k)s based on the concentration of strong plans, as measured by design, management and performance, are ranked by Judy Diamond Associates.
Best & Worst States for Fiscal Health
The Mercatus Center ranked the states using four measures of short- and long-term financial health.
Ins and Outs of Impact Investing: Madeira Global CEO Alfonso
CEO Christina Alfonso discusses Madeira's 4-step process for making impact investments.
10 Best & Worst Tax States for Retirees
ThinkAdvisor highlights the five best and five worst states from a Kiplinger study on the tax environment for retirees.
20 Best & Worst Cities for Pension Funding
The woes of public pensions are big news, but not all are in crisis.
New Hire Roundup: Marvin Davis Goes to Edelman Financial Services
Also this week, Michele Buck was elected to the board at New York Life, and Lisa Parry Howard and Kathleen Parsons joined New York Private Trust Co.
We witnessed some key themes emerging during the second-quarter earnings season, including the following: Improved drilling times, wider spread implementation of pad drilling, and prior infrastructure investments are leading to marked improvement in efficiency gains.