12 Best U.S. Cities for Successful Aging
The Milken Institute rankings, compiled every other year, tally 78 variables on metropolitan regions, with surprising results.
$3.2 Million Team Comes Back to Securities America
Citing "cultural differences," Wayne Maier and his team split from National Planning Corp. after six years.
4 Things Advisors Should Never Say to Clients
Writer Emily Guy Birken, the daughter of a CFP, considers four red flags her father warned her about.
Nonprofits Blast Church Group’s Call to Loosen Political Speech Rules
“This actually contaminates our advocacy work,” the head of Independent Sector said of the church commission's report calling for the change...
AICPA Attacks DOL Fiduciary Plan’s ESOP Language
AICPA urges lawmakers to support bills that would ensure independent appraisers of ESOP are not designated as fiduciaries.
Clients Are an Advisor’s Biggest Competition, Says Principal Survey
Advisors’ biggest competition comes not from other advisors but from their own clients’ human nature, according to the results of a Principal Financial Group study.
New Hire Roundup: Gamble Named Managing Director at F-Squared
This week in new hires, F-Squared Investments named Paul Gamble managing director, and Sean Curry and Kimberly Palleon moved up at BMO Global Asset Management.
Sen. Harkin Floats Bill to Help Charities, Co-Ops Offer Pensions
Sen. Tom Harkin, D-Iowa, chairman of the Senate Health Education Labor & Pensions (HELP) Committee, introduced legislation Tuesday that would make it easier for charities and cooperatives to continue to offer pensions to their employees.
Alicia Munnell: Make 401(k) Auto-Enrollment Mandatory
Seven years after Congress encouraged employers to auto-enroll workers in 401(k)s, “the retirement fix has run out of steam,” the Center for Retirement Research says.
New Hire Roundup: Steve Dunlap to Head Wealth Management at Cetera
Also this week in new hires, Jeff Pawliger was named Janus' regional director for southern Florida, and PFM Group announced that Susan Musselman, Fred Eoff and Johanna Roodzant have joined with the acquisition of SDM Advisors.