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.
20 Best & Worst States for Pension Funding
Public employees of some states find their retirement plans imperiled through bloated promises and mismanagement, while employees of other states are better off.
Saving in 529 Plans Continues to Rise
Assets in 529 college savings plans increased slightly in the second quarter of 2013, according to data from Strategic Insight.
Janney Recruits Morgan Stanley FA in Delaware
The advisor, who also worked for Wheat First Butcher Singer, is expected to come on board with close to $80 milion in client assets.
Janney Nabs Morgan Stanley Team in Delaware
The advisors join with about $195 million in assets and $1.5 million in yearly fees and commissions.
Top 10 Most Expensive States for Long-Term Care: 2013
Will you or one of your clients be one of the 70% of people over 65 who will need long-term care? Genworth’s annual study on the cost of LTC indicates that if you are, you will be paying more for it this year.
Rep. Waters Reintroduces SEC User Fees Bill
Rep. Maxine Waters, D-Calif., on Friday made another go at allowing the SEC to collect user fees to fund advisor exams.
Taxes and the States: Which Take the Biggest Bites?
Governments are always looking to tax, and in these states, you can expect to find steep taxes on wireless services, lottery winnings, property and more.
REITs: Building Attractive Growth
We see a lot to like here, and while we say that about several of the agency REITs, Capstead Mortgage (CMO) has moved a bit higher on our near-term favorites list.