Top Cybersecurity Threats for BDs
Some of the biggest risks may come from inside your firm, Daniel Sibears of FINRA said.
Top Cybersecurity Threats for BDs, Advisors
At SEC’s cybersecurity roundtable, officials discussed the biggest risks to BDs and advisors and urged the SEC not to prescribe “rigid” rules.
Sales of Immediate Annuities Soar
Despite low interest rates, sales of immediate annuities hit a record $8.3 billion last year, LIMRA says.
Top 5 Issues Reshaping Retirement Planning in 2014
These are the biggest forces shaping the new reality of retirement. Be prepared.
Obama’s MyRA Plan Still Irks Some Retirement Planners
Reactions to the proposal ranged from "a step in the right direction" to missing the point to "a bad idea."
Yellen, Not Debt Ceiling Debate, to Spark Washington Fireworks
While Yellen will face tough critics Tuesday, analysts are optimistic that a debt limit bill will pass prior to the Feb. 27 deadline.
After MyRA Unveiling, Obama Still Gets Mixed Reviews on Retirement
Attempt to widen retirement account access gets praise, but Obama draws fire for saying savings incentives in the tax code neglect the middle class.
Obama Offering Retirement Savings Plan for Workers
President Barack Obama offered more Americans the chance to save for retirement through payroll deductions with a plan for new government-sponsored savings accounts.
New Hire Roundup: Altegris Names Jack Rivkin CIO
Meanwhile, Convergent welcomed Richard Wells and the Senate Finance Committee approved three nominees for federal positions.
Hot Item on Shopping List of Ultra-Rich: New Nationality
A growing number of ultrawealthy people are “jurisdiction shopping” for greener tax pastures.