How to Stop Clients From Ruining a Vacation Home Purchase
Sarah Halpin of Wells Fargo says that when a client wants to buy a vacation home with friends, the experience can become a huge headache.
10 Women Who Are the Wealthiest People in Their States
A fifth of the states have a woman as their richest resident, a Forbes list shows.
Advisors Who Serve(d) Tell Their Stories: Fourth of July, 2015
In the second part of our latest slideshow honoring advisors who served in the armed forces, we present 17 veterans deserving recognition.
Home Security Cameras: ‘Gotcha Cams’ Deter or Detect Crimes, at a Cost
The market for “pinhole” video cameras is booming, but high-net-worth families should know the disconcerting legal consequences for their improper use.
New Hire Roundup: SEC Names Regional Director in Salt Lake City
Meanwhile, tennis champion Andy Murray joined the advisory board of Seedrs, a U.K.-based crowdfunding platform.
Baird Adds Branch Manager From UBS, Advisor From Morgan Stanley
The employee-owned wealth firm added advisors in Maine and Ohio.
10 Best States for Military Retirees: 2015
WalletHub ranks the best states for former servicemembers based on their economies, quality of life and health care.
Top 15 Most Expensive States for Long-Term Care: 2015
Paying for health care is a top boomer retirement worry — and in these states, it’s easy to see why.
Distressed Diva Tilton Girds for SEC Battle Over Complex Loans
The philanthropist and distressed-company investor is suing the SEC to move her case out of administrative court.
Several States Looking Into Required Pension Programs
Millions of individuals are at risk for not having enough money to maintain their standard of living in retirement.