BrightScope, Spaulding Group Propose Universal Performance Standard
BrightScope and The Spaulding Group released on Tuesday a white paper calling for an industry consensus on performance standards for financial advisors.
New Hires Roundup: Senate Banking Panel Approves SEC Nominations; Gregg Goes to The Hartford
This week in new hires, the Senate Banking Committee approved several SEC nominations; Michael Gregg was welcomed at The Hartford; Tom Douie rejoined Neuberger Berman; and Carl Steinhilber and Roderick Toppin went to MassMutual.
New Hire Roundup: Kiley to Lead Security Benefit; SNR Denton Welcomes Samlin; Edelman Recruits Bottazzi
This week in new hires, Michael Kiley was named to become CEO of Security Benefit Corp.; Scott Samlin went to SNR Denton; Edelman Financial Services recruited Joe Bottazzi from outside the industry and Reliance Trust named Robert F. Cook to head its church and nonprofit division.
New Hire Roundup: Seilers Join Raymond James and Williams Moves Up, Carson Wealth Launches RIA
This week in new hires, the Seiler brothers went to Raymond James, while Greg Williams was named to a new position there; Carson Wealth Management launched its own RIA; and Aaron Cooper and Richard Perkins went to Putnam.
Ric Edelman: How to Bring 401(k) Plans Into the 21st Century
Edelman: "When created and administered correctly, a company's 401(k) plan should help it attract and retain workers. Period."
The Debt Trap
One of the toughest areas for financial planners is dealing with clients who overextend their means, put too many purchases on credit cards or dip...
Have an Idea for a Mother's Day Gift This Year?
Mom's love is priceless, but she's still worth a lot more dough than you might think