Keeping the Right Focus
It's been a good ride recently for total-return investors. First, the S&P 500 rose 25.2% through early December; global stocks, as tracked by Morgan Stanley, improved 21.6% during the same period.
Wells Adds 3 Teams with $4.5M as Rivals Nab Reps
Wirehouses are grabbing groups of advisors nationwide, and independent firms are acquiring new assets in Illinois.
Finke: What Do Lifetime Income Projections Achieve?
Proposed rules mandating retirement income estimates hold promise and pitfalls, Michael Finke says.
10 Best & Worst Tax States for Retirees
ThinkAdvisor highlights the five best and five worst states from a Kiplinger study on the tax environment for retirees.
When Advisors Should Be Quiet
Sometimes, nothing is what clients most need to hear.
Branham, Schadle (and Brand) Assess Strides Made, Future Goals of FPA
At annual conference, a look at the 'business discipline' that's now in FPA's genetic makeup, along with an update on the group's advocacy efforts.
10 Worst States for Business Taxes
The Tax Foundation’s 2014 State Business Tax Climate Index used five key factors to determine rankings, with these states being the most burdensome
New Hire Roundup: Ohio Securities Commissioner Andrea Seidt to Lead NASAA
Stephanie Zaffos joined Convergent Wealth Advisors, Scivantage welcomed Jim Toussignant, and the SEC announced three staff promotions.
Exams Not Required for Some Minnesota Advisors
The Minnesota Department of Commerce will waive requirements that IARs have a Series 65 or 66 license. FSI called the move a “regulatory victory.”
12 Best U.S. Cities for Successful Aging
The Milken Institute rankings, compiled every other year, tally 78 variables on metropolitan regions, with surprising results.