20 Best & Worst Tax States
Conservatives and liberals generally agree on what a “fair” state and local tax system looks like, but no state actually has such a system.
10 Best & Worst States for Retirement
Taxes, sunshine and health care are among Bankrate's critera for picking a good place to retire.
A Fresh Look at Portfolio Construction: A Clear, Practical and Repeatable Methodology
To build successful investment strategies and compete for capital, advisors must demonstrate a clear, rational method for developing and implementing investment plans.
If You Go Indie, Will Clients Follow? The Great Leap of Faith
Going independent requires not just careful cost-benefit analysis but also a focus on your clients’ confidence—and your own.
Top 15 Most Expensive States for Long-Term Care: 2014
A range of LTC services spanning 14,800 LTC providers was used for Genworth’s annual study to rank these costly states.
Why Morgan Stanley Passed on UBS-Paine Webber
Chairman & CEO James Gorman shares his views on the value of the Smith Barney deal.
Phony Advisor in Hawaii Used Twitter to Bilk Clients: SEC
The SEC says a 27-year-old Honolulu woman attracted about $250,000 to her schemes via Twitter, Facebook and other websites.
What’s Your State’s Dividend Income Tax?
Some states collect no extra tax on top of the federal dividend income tax, while some add an additional levy as high as 13.3%.
20 Best & Worst U.S. Cities for Saving Money
Savers don’t get much help today, but a new survey by GoBakingRates found that some cities may be easier to save in than others.
New Hire Roundup: Cetera Names New CIO
Meanwhile, Dynasty Financial Partners welcomed Ron Sallet, Morrison & Foerster added Charles Duross, and Fusion Family Wealth added Fred Gold.