Obama Signs Student Aid Bill of Rights
Obama's student loan directive would create a new complaint system for student borrowers and ease loan repayment.
LPL Adds 2 Execs to Fortigent in Reshuffle
Tim Knepp and Matthew Peterson come on board to boost the indie broker-dealer’s high-net-worth platform.
Senate Appropriations Chair Mikulski to Retire
Longest-serving woman in the Senate says she’ll spend the next two years “fighting” for constituents and plans to introduce a student loan debt bill.
Unclaimed Cash: Why Social Security Planning Can’t Be Ignored by Advisors
Advisors who don’t help their clients claim Social Security are leaving money on the table — and may face liability issues.
Keith Hall Named New CBO Director, Replacing Elmendorf
Keith Hall, chief economist of the International Trade Commission, will start his four-year term on April 1.
LPL Defends $9M Fortigent Restructuring
The reorganization, whose cost includes $4.5 million in severance packages, will bring "innovation and efficiency" to LPL's HNW offerings, an executive said.
Lockheed to Pay $62 Million to End Worker Pension Lawsuit
Employees and retirees say the defense firm charged them “unreasonable and excessive” fees on retirement plans.
Top 15 States With Most RIAs
The number of RIA firms increased to 31,975, according to SIFMA’s 2014 Factbook, despite an active merger year.
Top 10 States With Most Millionaires: 2015
Several states made big jumps on the list thanks to the oil boom, Phoenix Marketing found.
Global Clients Need Global Advisors
Taxes, culture, time zones—advising a client a continent away, whether they’re there permanently or temporarily, is challenging.