Grieving Clients, Sensitive Advisors
Communication with the bereaved is an increasingly important advisory skill.
20 Best & Worst States for Taxpayer Value
WalletHub’s study factors in infrastructure, education, health and three other categories of state government services.
Advisors ‘Following the Money’ to New, Underserved Markets
The best new markets for advisors are in increasingly far-flung places, away from traditional financial hubs like New York and Los Angeles.
SEC, DOL Enforcement: Camelot Manager Charged With Stealing $9M From Clients
Meanwhile, the SEC charges two college professors in a naked short selling scheme and suspends trading in 255 shell companies to fight microcap fraud.
House Passes $1.1 Trillion Government Budget
Lawmakers voted 359-67 to send the measure to the Senate, which is set to pass it later this week.
Yellen Confirmed by Senate to Become Fed Chairman
Yellen, who will replace Bernanke after Jan. 31, will be the first woman to head the central bank in its 100-year history.
Budget Bill Nears Senate Passage
The Senate advanced the measure over a filibuster threshold on a 67-33 vote, ensuring it will pass the chamber no later than Wednesday.
2013 Advisor Hall of Fame
Now in its 23rd year, our eagerly awaited benchmark of industry excellence.
Boom in Demand for 401(k) Advisors
If five skilled 401(k) advisors applied for a job with PSA Financial today, a PSA executive said, she’d hire them on the spot.
Top Portfolio Products: First Trust Rolls Out Tactical Commodity Fund
Innealta Capital offers fund of ETFs; new robotics/automation index from ROBO-STOX.