Riding the U.S. Energy Boom
The U.S. energy outlook continues to improve; the International Energy Agency recently forecast that the U.S. would surpass Saudi Arabia as the world's top oil producer by 2016.
Ken Fisher’s RIA Warning Draws Advisor Ire
Evensky, Carson, Rhoades and others offer strong reactions to ThinkAdvisor about Fisher’s prediction that RIAs would be gone in a decade.
The Fatal Succession Planning Mistake
Consider this your warning: If you’re focusing too much on this part, your internal succession plan is at risk.
Preventive Care for Retirees Gets Huge Boost Under Obamacare
Thanks to the Affordable Care Act, Medicare now covers more screenings and preventive services at little or no out-of-pocket cost.
20 Best & Worst States for Pension Funding
Public employees of some states find their retirement plans imperiled through bloated promises and mismanagement, while employees of other states are better off.
New Hire Roundup: Dana McLaughlin Joins Beirne Wealth Consulting
This week in new hires, CLA Wealth Advisors added George Hostal, and Hartford Funds brought in Shaun McDonald and Dylan White.
SEC, FINRA Enforcement: 2 JPMorgan Traders Charged With Fraud Over London Whale Losses
The SEC charged the traders for lying about massive derivatives losses and also charged several microcap companies and stock promoters in penny-stock schemes.
States Improve Budget Decisions by Using Cost-Benefit Analyses, Study Finds
It might sound simplistic, but Pew-MacArthur study finds that using data to drive decisions improves performance.
Broker-Dealer INVEST Signs Equity Bank
INVEST currently supports 150 banks and credit unions and 1,100 representatives nationwide.
Is Your Practice Big Enough?
As merger interest rises, it’s more important than ever to know what your advisory practice is—and can be—worth.