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.
Top 20 Richest Colleges of 2014: The Biggest Endowments
Healthy investment returns allow schools to fund a larger portion of their budgets from endowments.
New Hire Roundup: Blundell Joins Northern Trust’s International Wealth Advisory Group
Meanwhile, Rick Golod is now chief global strategist at Behringer, and Marie Swift has joined the Wealthminder advisory board.
The New Culture of Advisory Success
Just how important is culture to an advisory firm's success? It's everything. Yet it is often overlooked. Here are three firms with innovative business cultures.
Ferri’s Forecast for Next 30 Years
As a flurry of forecasts look at the coming quarter or year, Portfolio Solutions principal Rick Ferri takes a bit of a longer view.
What Will Be Your Legacy?
A long-ago boss often reminded us that our business obligations extended to five constituencies: our clients, our employees, our community, our business partners (vendors and suppliers) and our industry.
LPL Adds $2B RIA to Custody Platform
Center for Wealth Planning has used the firm’s corporate RIA and broker-dealer for 10 years.
Raymond James Adds 6 From LPL; Wells Fargo Grabs 5 From Morgan Stanley
Meanwhile, Merrill Lynch recruits a UBS team as wirehouse retention deals expire.
Enforcement: Broker Convicted of Bilking Elderly Relatives in Fake Hedge Fund
Meanwhile, Goodyear agreed to pay $16 million to the SEC to settle bribery charges.
NAPFA Elects Moore Board Chairman for 2015 Term
Current board treasurer Frank Moore will serve as chairman-elect and remain as treasurer until his term begins on Sept. 1.