11 Senators Unite on Resolution to Protect Retirement Tax Incentives
With fiscal cliff negotiations putting tax incentives for retirement savings potentially on the chopping block, 11 senators have voiced their support for the employer-based retirement system by joining forces on a Sense of the Congress resolution.
On J.P. Morgan Call, Optimism Reigns on Election, Fiscal Cliff
Speakers see room for optimism on changes in Congress, possible tax reforms.
After Obama Victory, How the New Government Is Shaping Up for Advisors: Updated
Some notable newcomers—Elizabeth Warren, for one—join Congress, which remains divided between the two parties as fiscal cliff, tax issues come to fore of national agenda. FPA and FSI's leaders and lobbyists weigh in on what's next.
6 Strikes That Cost Companies Millions
The NFL’s lockout of its referees didn’t cost the league much money, but the companies involved in these six strikes weren’t so lucky.
11 Key Congressional Committees for Advisors to Worry About
As the election approaches, not just the White House and Congress are in play, but also control of congressional committees important to advisors and others in the financial services sector.
New Hire Roundup: TD Ameritrade Institutional Adds Dario
Also this week in new hires, Joseph Nader joined Wescott Financial Advisory Group; Will Proctor went to a new spot at Neuberger Berman; and more.
20 Best Big Cities for Successful Aging
Far from a list of Florida cities with cheap eats, the Milken Institute rankings tally 78 variables on metropolitan regions, with surprising results.
State Pensions Wasted $6 Billion on Wall Street Fees: Study
State pension systems spent some $7.8 billion in management fees in 2011, according to a new study by the Maryland Tax Education Foundation.
New Hire Roundup: Benartzi to Serve as Achaean Academic Advisor
This week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SEC’s Los Angeles regional office.
Financial Freedom Is Not Free
As our country approaches the fiscal cliff, can we afford to have the financially responsible segment of our society pay for the other 50% of our society?