New Hire Roundup: SEC Names Regional Director in Salt Lake City
Meanwhile, tennis champion Andy Murray joined the advisory board of Seedrs, a U.K.-based crowdfunding platform.
Derek Jeter’s Words of Wisdom for Advisors
Pershing’s Insite conference was full of high-profile speakers and big-time announcements, but the now-retired Yankees captain stole the show.
Securities America Hosts National Conference, Women’s Summit
The indie broker-dealer also says its reps can begin using a mobile-check deposit app.
11 Best & Worst 529 College Savings Plans of 2015: Morningstar
ThinkAdvisor looks at the college savings plans rated Gold, Silver and, well, Negative.
‘Huge, Nasty Morning After’ Coming for Markets: Stockman
The Fed has reflated a bubble, which spells trouble for stock and bonds, former OMB head David Stockman says on CNBC.
Beating Buy and Hold: A Thinking Man’s Guide to Market Timing
Investors have heard for ages that tactical strategies are a fool's errand. But the results of these high-caliber market timers speak for themselves.
Is College Still a Good Investment?
As costs rise and standards sink, helping clients get their educational money’s worth is a growing challenge.
8 Ways to Build Extreme Client Loyalty
These steps, large and small, will sustain long-lasting client relationships.
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.
Many Older Americans Die With Little Money
Singles and people who died relatively young were the most likely to die with no assets, according to an EBRI study.