10 States With Most Advisors Headquartered
Most investment advisory firms’ main offices are concentrated in relatively few states, with distribution likely driven by access to financial markets, population and net worth.
SEC, FINRA Enforcement: HFT Firm Charged With Manipulating Closing Prices
In another action, FINRA slapped TD Ameritrade for a recordkeeping failure.
HSAs: The Next Big Thing in Retirement Planning?
Plan sponsors are starting to see HSAs as investment vehicles, not just cash balances used to pay out-of-pocket medical costs.
20 Best & Worst States for Pension Funding
Data from S&P shows the health of public retirement funds.
Top 10 Affordable Housing Markets for Millennials
A new report from the National Association of Realtors shows that some housing markets are primed for first-time buyers this fall.
Experimenting With New Compensation Models
The variety of fee structures is growing, as advisors fine-tune offerings for a changing client base.
Jeff Brown Tackles Tough Annuity Questions
Why don't more people annuitize? How should retirees fund their health care? Economist Jeffrey Brown has studied these difficult questions and more, Michael Finke writes.
Water: Resourceful Growth
American States Water (AWR) of San Dimas, Calif., is the parent company for Golden States Water Company and American States Utility Services. AWR is a high-quality utility with a strong balance sheet (58% common equity) and high credit ratings (S&P: A+). In 2014, AWR expects to invest $80 million-$90 million...
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.
Senate Bill Targets ‘Earnings Stripping’ by Corporate Inverters
“This bill curtails the incentive for companies to use shady accounting gimmicks to avoid paying their U.S. tax obligations," says Sen. Schumer, one sponsor.