New Hire Roundup: Morningstar Shuffles Leadership
Meanwhile, the SEC has appointed a new equity market structure committee, which includes FINRA CEO Richard Ketchum.
New Hire Roundup: John Mendez Nominated to Be SIPC Chairman
In another personnel move, Craig Anzlovar has joined Pioneer Investments as fixed income client portfolio manager.
More Investors Get Help With Oil Change Than 401(k) Advice: Schwab
Investors are also more likely to have someone help them landscape or help with their taxes than get help making their 401(k) investment choices.
Social Security Disability Fund Teeters on Brink of Broke
Social Security's chief actuary warned senators that the disability trust fund needs help "soon" or reserves will run out in 2016.
Senators Debate Social Security Fixes
Agreement on the scope of the problem; disagreements on what changes should be made to keep Social Security solvent.
Ask the Advisor: Long-Term Care Advice
Retirement planner Susan John, founder and president of Financial Focus Inc., discusses the LTC market and how advisors can best help their clients understand it.
Insurance Issues Not So Simple for Women
Your female clients pay as much as 30% more for disability insurance than your male clients, and gender-specific pricing is nearly here for LTC coverage.
10 Ways to Boost Your Referrals
One of the first places advisors should look for referrals is their existing client base.
Annuity Puzzle Solved: Don’t Buy Them
Defying conventional wisdom, Kent Smetters of the Wharton School and Felix Reichling of the CBO say low demand for annuities is no mystery. If there is an annuity puzzle, it is why people don't short them.
New Hire Roundup: Ex-NFL Quarterback Joins Lourd Capital Management
This week in new hires, Lourd Capital Management welcomed former NFL quarterback Cade McNown as vice president, and Christine Walker went to Drexel Morgan Capital Advisers.