New Hire Roundup: Putnam Names Gould Head of Institutional Management
In another personnel move, Mariner Wealth Advisors has added ex-NFL quarterback Mark Vlasic as a senior wealth advisor.
Andy Friedman: 4 Reasons to Use a Trust to Preserve Assets
Families far below the estate tax threshold are catching on to the benefits of trusts, political analyst and tax expert Andy Friedman says.
NFL's 49ers Strike Deal With Robo-Advisor Wealthfront
Team will pick up advisory fees on first $100,000 invested by front-office employees and former players, to whom Wealthfront will provide financial education.
SEC, FINRA Enforcement: More Charged in Football-Related Boiler Room Scheme
In other actions, the SEC charged the CEO of penny stock company CytoGenix, and his so-called business partner, with defrauding investors via false press releases.
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.
Visa Announces Standings for World Financial Literacy Cup
USA beats Brazil! Hopefully, that won’t be the last time we hear that this summer.
Overreaction Moves Markets, but Cooler Heads Can Profit
The resulting volatility makes life difficult for investors, but is a source of consistent opportunity for short-term countertrend traders.
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.
To Motivate Your Team, Drop the 49ers’ Owner’s Playbook
A word about compensating employees: If you want a business bigger than yourself, your biggest job is to motivate your employees to help you.
8 Super Super Bowl Numbers
From $600 million to the lowly zero, some intriguing numbers behind the Super Bowl frenzy.