New Hire Roundup: Mercer Adds Execs
Also, Doug Dachille joined AIG as chief investment officer, while Kent Weaver returned to Glenmede, and J. Keith Morgan joined TIAA-CREF.
ABLE Act Passed, but Many Questions Remain
For states deciding whether to host or contract a qualified disability savings account program, there’s a lot to consider.
Top 20 States for Private Equity Investment in 2014
Some 3,100 U.S. businesses benefited from private equity investments last year.
Presidential Candidate O’Malley Unleashes Wall Street Crackdown Manifesto
The 10-page manifesto by former Gov. Martin O'Malley of Maryland promises to boost regulators' budgets and punish misbehaving banks more harshly.
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.