Wells Fargo, U.S. Trust, Raymond James Add Teams From Rivals
Plus, a wealth group of five advisors affilates with LPL Financial in Wisconsin.
9 Worst States for 401(k) Plans
While any company can design a better plan no matter the state it's in, the trends are nonetheless telling.
Mariner Names New Investment Strategist, Wealth CIO
William Greiner has been elevated to chief investment strategist of Mariner Holdings, and Mark Caplinger has joined Mariner Wealth Advisors as CIO.
The Freewheeling Life of the Virtual Advisor
What early adopters are finding on the advisory field's online frontier.
Fed Sees Labor-Market Slack Even as It Trims Bond Purchases
“A range of labor-market indicators suggests that there remains significant underutilization of labor resources,” the FOMC said today.
Powerful Performance From Dividends
While it's easy to overlook the value of dividends during bull markets like this one, they remain a key component of equity returns from a longer-term perspective.
The Benefits of Total Return
The case for including dividend stocks in client portfolios remains strong. Many of the advantages were shared in a Fidelity Investments research report, “Equity Total Return: Lower Volatility in the Longer Term.”
Best & Worst U.S. Companies for 401(k) Benefits
Bloomberg ranked the 250 biggest companies in the U.S. on who offers the most generous 401(k) matches.
SEC: House Insider Probe Involves Dozens of Funds, Firms
The SEC investigation of the House Ways and Means Committee involves some of the biggest advisors and hedge fund firms in the U.S.
New Hire Roundup: Great-West Financial Names Manello CFO
Also in new hires, Treasury's Office of Financial Research added 11 new members to its financial research advisory committee.