New Hire Roundup: OppenheimerFunds Makes 3 Senior Hires
The PCAOB announced its new chief hearing officer, and Capstone Financial Group has hired Steve Lee to spearhead advisor recruitment and coaching.
To Use Medicaid for LTC, Clients Give Away Wealth, Advisors Say
A Nationwide Financial survey found 42% of advisors saying their clients wanted to ‘intentionally impoverish themselves’ to qualify for Medicaid.
New Hire Roundup: Mehra Goes to Salient; New CFA Institute Head
This week in new hires, Dr. Ajay Mehra joined Salient Partners; Alan Meder was named chairman of the board of governors at CFA Institute; and Yuri Khalif went to Hatteras Funds.
Affluent Pre-Retirees ‘Terrified’ of Health Costs
Half of affluent pre-retirees say they are “terrified” of the effect health care costs will have on their retirement plans, according to a report released Monday by Nationwide Financial.
Affluent Women Constitute Best Client Market for A
A yearlong study done by Nationwide Financial in C
Insurers now stress that variable annuities are th