New Hire Roundup: CFP Board Announces Chair Appointments
This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.
Fee-Only Planners May Be Aging World’s Best Hope
‘Shock of Gray’ author Ted Fishman tells NAPFA conference that fee-only planners are ideally suited to prepare people for the cold realities of global trends in an aging world.
Affluent Pre-Retirees ‘Terrified’ of Health Costs
Half of affluent pre-retirees say they are “terrified” of the effect health care costs will have on their retirement plans, according to a report released Monday by Nationwide Financial.
Top 9 Most Disliked U.S. Companies: 2012
AdvisorOne focuses on the bottom nine in a Harris poll ranking consumers’ opinion of the reputation of America’s 60 most visible companies.
National Philanthropic Trust’s AUM Tops $1 Billion
National Philanthropic Trust, an independent charity, has passed the $1 billion mark in assets under management, President and CEO Eileen Heisman told AdvisorOne.
Retirement, Personal Savings Down Since May 2009: Harris Poll
Many Americans are not prepared for retirement or for other financial emergencies, according to the results of a Harris poll released Wednesday.
Harris Private Bank Uses YouTube to Engage on Elder Care
Baby boomers in search of help when it comes to elder care planning have a new place to go: YouTube, courtesy of Harris Private Bank.
Americans Not Spending, Don’t Plan To: Harris Poll
Results of a Harris Poll released Monday showed that, regardless of any positive indicators in the rest of the economy, Americans weren't buying it.
Harris myCFO Names John Benevides Head of Family Office Services
Harris myCFO has appointed John Benevides president for family office services, the firm announced Monday.
Harris Rolls Out a Donor-Advised Fund With National Philanthropic Trust
Harris has launched the Harris Charitable Fund Program under the sponsorship and management of National Philanthropic Trust, a national public charity and major donor-advised fund provider, the two organizations announced Tuesday.