Pentagon Honors Wells Fargo Advisor for Service
Stephen H. Lee has raised over $5 million to support USO programs for wounded soldiers.
New Hire Roundup: Advisor Software Adds Nguyen as Chief Technology Officer
Meanwhile, Hartford Funds announced that Tom Scanlan, Tom Monks and Nick Hammer have joined as advisor consultants.
Foreign REITs: Profits and Perils for Investors
T. Rowe Price Global Real Estate Fund manager Nina Jones discusses the risks and benefits of investing in real estate funds overseas.
New Hire Roundup: MarketCounsel Hires 2 to Expand Business Growth
Meanwhile, the Financial Services Roundtable welcomed Chris Feeney as president of FSR’s technology division BITS.
SEC Warns of Advisors Duping Investors With Fake Credentials
The SEC warned investors Wednesday to perform thorough background checks and brought two actions against advisors for falsifying credentials.
11 Best & Worst 529 College Savings Plans of 2015: Morningstar
ThinkAdvisor looks at the college savings plans rated Gold, Silver and, well, Negative.
Merrill, Securities America & Commonwealth Add Reps From Rivals
Meanwhile, Focus Financial shares news about its recent executive recruiting.
LPL Financial Expands HNW Push
The IBD rolls out consulting and other services after moving to restructure its Fortigent business.
Senate Democrats Push Back on DOL Fiduciary Plan
The Obama administration plan to tighten rules on brokers is facing blowback from the president’s own party.
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.