Congressional Committee Addresses ‘Retirement Crisis’
The Special Committee on Aging met recently to hear testimony on the “State of the American Senior: The Changing Landscape for Baby Boomers.”
Want to Effect Change in Washington? Write Your Congressman
Former Sen. Olympia Snowe presented a practical, and effective, way to fix government dysfunction in Washington. Let your representatives know how you feel.
Schwab’s Clark Vows to Take On Washington at Impact 2013
As advisor registrants approach the 1,800 mark, Bernie Clark says Washington advocacy will take center stage at custodian’s annual conference.
17 RIAs Sign Succession Deals via Focus Financial
The advisor rollup firm aims for its 27 partners to work together on transitions and continuity planning.
20 Best & Worst Cities for Pension Funding
The woes of public pensions are big news, but not all are in crisis.
New Hire Roundup: Ohio Securities Commissioner Andrea Seidt to Lead NASAA
Stephanie Zaffos joined Convergent Wealth Advisors, Scivantage welcomed Jim Toussignant, and the SEC announced three staff promotions.
New Hire Roundup: IMCA Announces 2014 Board
Also this week, Celine Colgan joined the Presidio Group, Girard Securities welcomed David Bombart and National Planning Corp. promoted Scott Montgomery.
Morgan Stanley, Raymond James Name Regional Heads
Meanwhile, Merrill Lynch and Wells Fargo’s independent-advisor unit share their latest recruiting news
12 Worst Financial Advisors in America: 2013
ThinkAdvisor gathered a list of awful advisors from the past year and ranked them, balancing amount stolen with amount of “ick” factor involved.
Give Us Tougher Financial Reform, Americans Say
Nearly five years after the financial crisis and three years since passage of the Dodd-Frank Act, Americans across lines of race, age, geography and political affiliation who “strongly” support tougher rules for Wall Street jumped 10 percentage points over those favoring such reform last year, according to a study by...