FINRA Expels Firm for Bilking NFL, NBA Players
The online broker-dealer Success Trade, which targeted pro athletes, and its CEO were also ordered to pay $13.7 million in restitution.
10 Big Estate Planning Mistakes of the Rich & Famous
Overlooking estate planning basics can leave heirs facing years of court battles over taxes and who gets what.
15 Most Generous American Donors in 2013
The Chronicle of Philanthropy’s annual ranking of the top 50 donors to charitable causes showed contributions rose 4% over 2012.
Stop Bullies From Trashing Your Firm
Bullying in the workplace takes many forms. It undermines an organization’s culture, inhibits productivity and causes costly employee turnover.
9 Philanthropists Join Buffett-Gates Giving Pledge Initiative
Nine more ultrawealthy families, including two from outside the U.S., have pledged half their wealth to charity.
Increased Regulation: ‘Just Deal With It’
“You know, I’m very direct,” said Summit Financial CEO Marshall Leeds, who spoke with AdvisorOne about football, regulation and CEOs' priorities.
Surprise: Many Men Would Rather Manage Money Than Watch Football
A report released Tuesday by ING DIRECT, a subsidiary of ING, and Men’s Health found that 42% of men spend more time working on their personal finances than they do watching sports.
Sun Life’s Mullen Says Firm Focusing on Growing Market Share in U.S.
Strategy shown by sponsorship deals with Dolphins and Celtics, LPL platform presence and growth in RIA channel.
Summit Financial Services Hires Don Shula for Recruiting Effort
‘Winningest’ NFL coach will serve as corporate spokesperson.
Sun Life's New Partner: The Miami Dolphins
2010 Super Bowl to be played in Sun Life Stadium