Top 10 Most Expensive States for Long-Term Care: 2013
Will you or one of your clients be one of the 70% of people over 65 who will need long-term care? Genworth’s annual study on the cost of LTC indicates that if you are, you will be paying more for it this year.
BDs Share Latest FA
In early April, Baird said it recruited a team of seven employee advisors with about $770 million in client assets from Wells Fargo in Houston, while Royal Alliance announced that it added two independent teams in Chicago and Salt Lake City with combined assets of more than $400 million and...
Recruiting Roundup: Baird Grabs Wells FAs, UBS Branch Manager; Royal Adds 2 Indie Groups
The new Baird group has about $770 million in client assets, and the new Royal Alliance-affiliated reps have more than $400 million.
529 College Savings Plans: Never Too Late to Start
Late college saving is better than no college saving, says WSJ's Rosenthal.
Profits and dividends keep streaming from water company stocks.
Recruiting Roundup: FAs Join Morgan Stanley, Depart for Baird
Meanwhile, Janney grabs advisors from Merrill Lynch and UBS.
SEC Names Acting, Deputy Directors of Enforcement
The SEC announced Thursday that George Canellos has been named acting director, and that David Bergers, director of the SEC’s Boston Regional Office, has been named acting deputy director.
Baird Hires Wells Fargo Recruiter
Peter Miller will lead the employee-owned group's efforts to add financial advisors in the Northeast.
11 Key Congressional Committees for Advisors to Worry About
As the election approaches, not just the White House and Congress are in play, but also control of congressional committees important to advisors and others in the financial services sector.
New Hire Roundup: Hatteras Promotes Murphy
This week in new hires, Robert Murphy was named CIO of Hatteras Alternative Mutual Funds; Steven Lofquist went to JHS Capital Advisors; and Franklin Square welcomed Mike Gerber.