ABLE Act Passed, but Many Questions Remain
For states deciding whether to host or contract a qualified disability savings account program, there’s a lot to consider.
SEC Enforcement: Napkin-Eating Broker Settles; Ponzi Funds Used for Porn
Also, a hedge fund manager admits to providing bad data, which affected recording of 552 million shares.
Wells Fargo Grabs Morgan Stanley, Merrill Reps as Raymond James Nabs UBS Team
The four new Wells Fargo advisors come on board with some $900 million in assets; the new RJ group has some $300 million.
Supreme Court’s Obamacare Ruling Leaves GOP Few Options
Even if the Republican-led House and Senate were able to pass legislation repealing the health care law, Obama would veto it.
Expat Groups Rage Against FATCA, Election-Season Style
In a poll by deVere Group, nearly half of U.S. expats said they'd vote for a presidential candidate who promised to repeal FATCA.
Top Portfolio Products: Vanguard Tweaks Money Market Funds
Plus, Advent updates its Black Diamond wealth platform, and Lincoln enhances an annuity suite.
Apple Is the New Pimco, and Tim Cook Is the New Bond King
Tech companies hoarding cash have become big fixed income players, going after investment-grade offerings.
11 Best & Worst 529 College Savings Plans of 2015: Morningstar
ThinkAdvisor looks at the college savings plans rated Gold, Silver and, well, Negative.
Retiring? Then It’s Time to Move
Surprising insights emerge about when, where and why retirees relocate, Michael Finke writes.
10 Worst States for Military Retirees: 2015
The average enlisted servicemember retires from military duty at 43, and many have trouble re-entering the work force.