Raymond James Adds Ex-LPL Group in N.J.
Boutique wealth groups add teams in Arizona and Iowa.
Smaller Tax Extenders Package on Tap as Shutdown Looks Unlikely: Analysts
Plenty of drama will ensue, but a spending bill, even a short-term one, will prevail in the end, Washington pundits predict.
Under the Hood: Life Expectancy and Financial Planning
To make an adequate financial plan, you must assume a certain life expectancy for the client. Here's how to get started.
Senate Rejection of Keystone XL Measure Sets Up 2015 Showdown
Keystone XL pipeline backers came up one vote short in the Senate though vowed to try again in January.
SEC, DOL Enforcement: Ex-Mayor Fined for Misleading Movie Studio Investors
Meanwhile, two Canadian citizens were charged with conducting an international microcap fraud scheme.
2 Hybrid RIAs Add Wirehouse Reps in California
Plus, Lebenthal Wealth Advisors opens branch in North Dakota energy boomtown.
Low Oil Prices Unlikely to Hurt Some Energy Investments
U.S. energy renaissance lets investors reap tax breaks while avoiding commodity market swings like those engendered by Saudi Arabia oil price cut.
Former PIMCO Parent Pacific Life Moves Accounts to Janus
Pacific Life is moving some money to Bill Gross’ new firm, Janus, which said the decision pre-dated Gross’ exit.
Top 10 U.S. Public Pensions by Private Equity Investments and Returns
A new study finds private equity is public pensions’ top-performing asset class.
19 Top Colleges for Green MBAs: 2014
These college rankings weave together the priority given to sustainability education with Financial Times’ Global MBA ratings.