Physician Assistance: How to Advise Doctor Clients
Most advisors prefer to work with higher-net-worth people, and for many advisors, medical doctors and dentists constitute a key client group.
The Real Key to Harnessing Technology
Financial advisors need to remember that technology is simply an enabler: You must first set up your business to accommodate it—then reap the rewards.
New Hire Roundup: Sosa Leaves PIMCO to Lead New DoubleLine Group
Danielle Fischer went to the Private Client Reserve of U.S. Bank, and Mariner Wealth Advisors acquired a majority interest in Housen Financial Group.
Don’t Retire, Be Happy (and Help the Economy, Too)
With financially unprepared boomers careening toward a retirement train wreck, a study showing a “happiness premium” for older workers may have come just in time.
Top 10 States With Fastest 401(k) Growth
The average 401(k) balance in 2012 was nearly $76,000, up 11% over 2011, according to Judy Diamond Associates.
8 Tax Evaders Who Should’ve Known Better
The lineup of tax dodgers includes a vice president, a U.S. treasurer and a federal judge.
Top 10 Best States for 401(k) Plans
The best states for 401(k)s based on the concentration of strong plans, as measured by design, management and performance, are ranked by Judy Diamond Associates.
New Hire Roundup: Fidelity Charitable Names Danforth President
Also, Ron Carson was named to the board of trustees of the American College, and the Withers Consulting Group welcomed David Burleigh.
Advisors ‘Following the Money’ to New, Underserved Markets
The best new markets for advisors are in increasingly far-flung places, away from traditional financial hubs like New York and Los Angeles.
Changes Afoot in Washington Well Ahead of Midterm Elections
"It’s virtually certain that Republicans will retain control of the House — and now are within striking distance of taking the Senate,” says strategist Valliere.