Obama Budget’s Retirement Savings Cap Targets Wealthy
The retirement savings cap is a relatively small gambit in the budget’s larger effort to raise revenues but is seen as an attack.
Advisors Focus on Financial Planning Needs of U.S. Military Members
Former Marine Rob Aeschbach says that for many young service members, concepts like saving and budgeting are alien, but advisors are stepping up.
20 Best & Worst States for Military Retirees
A WalletHub study determines the best places to retire from the military, even if you don’t retire from working.
Sallie Mae Fined $96 Million for Bilking Military on Student Loans
Sallie Mae charged too-high interest rates and denied rate reductions to servicemembers in combat zones over missing paperwork, CFPB says.
New Hire Roundup: Senate Finance Names Getz Tax Counsel
This week in new hires, Kara Getz joined the Senate Finance Committee as tax counsel, and ICI named Michelle Mesack director of financial services policy.
Sequestration Cuts Imminent; Government Shutdown Looms
As the nation braced for the $85 billion in sequestration cuts to kick in on March 1, Joe Lieber of Washington Analysis laid out the “numerous tools available” to blunt sequestration’s impact.
11 Key Congressional Committees for Advisors to Worry About
As the election approaches, not just the White House and Congress are in play, but also control of congressional committees important to advisors and others in the financial services sector.
TD Ameritrade Puts Actions Behind Its Patriotic Words
At annual conference, TDAI pays for supplies for 2,000 Red Cross kits for wounded soldiers and homeless vets. Advisors pitch in.
Advising International Clients; Looking Beyond Wirehouses: February Research—Slideshow
Serving internationally mobile clients has become a growth industry for financial advisors, as Contributing Editor Ellen Uzelac discusses in Research magazine's February cover story "Advising Across Borders." Another February article, “Fear of Flying,” tells the stories of brokers who left the wirehouse world in order to become registered investment...
Occupy Main Street
Every business impacts five constituencies: its clients, stakeholders, vendors, employees and community.