Recruiting Roundup: UBS Nabs 4 Ex-Merrill Reps in Florida
Meanwhile, Raymond James adds a husband-and-wife team in Dallas to its employee channel.
10 Best Cities for Retirement: 2015
WalletHub recently ranked the 150 most populated cities based on how well retirees can live affordably, stay busy and find health care.
10 Cheapest States for Retirement Health Care
Looking to guide your clients to states where their health care will cost substantially less? Here's your cheat sheet from HealthView Services.
Sons of Indicted Swiss Financial Adviser Keep Business in the Family
After his indictment, Josef Beck’s directors formed another company to manage money for American citizens, records show.
Photographer: Jason Alden/Bloomberg
A few weeks after his indictment, Josef Beck’s directors formed another company to manage money for American citizens, records show
10 Most Expensive States for Retirement Health Care
HealthView Services’ advisor- and physician-reviewed methodology projects retirement health care costs based on data from 50 million health care cases.
China’s Confusing Currency Devaluation Means Get ‘Buy Lists’ Ready
The market’s big move on the China story appears to be like most big moves in summertime — exaggerated — because trading is thin, analysts say.
Fidelity National Agrees to Buy SunGard for $9.1 Billion
The deal combines a banking and payment firm with a software maker, while pushing Fidelity into the wealth space.
DOL Tackles Key Fiduciary Plan Proposals at Hearings
First round of DOL hearings prompts discussions on Best Interest Contract Exemption, mandatory arbitration as well as whether the proposed plan would spur lawsuits.
SEC, FINRA Enforcement: 2 Busted for Selling Fake ‘Charitable Gift’ Annuities
Meanwhile, the SEC busted a $114 million Ponzi scheme involving driver safety technology.
Camardas Appeal CFP Board Case to Right ‘Grave Wrongs’
"The welfare of the profession, and of the client public” are hanging in the balance, the Camardas say.