10 States With Most Advisors Headquartered
Most investment advisory firms’ main offices are concentrated in relatively few states, with distribution likely driven by access to financial markets, population and net worth.
5 Reasons Consumers Flunk LTC Planning
Sloth, denial and tight budgets may not be the only villains.
New Hire Roundup: Waddell & Reed Opens New Office
Meanwhile, David Stofer, Mark Nothnagel and their team join newly launched Mariner Retirement Advisors.
Fed Saw Global Slowdown Among Risks to Outlook
Markets surge after FOMC meeting minutes reveal still dovish tendencies on rates.
Top 10 Affordable Housing Markets for Millennials
A new report from the National Association of Realtors shows that some housing markets are primed for first-time buyers this fall.
New Hire Roundup: ABIA Elects New Board Members
This week, the American Bankers Insurance Association elected new board members, and Deutsche Asset & Wealth Management hired four regional VPs.
Boutique Firm Snowden Lane Adds $400M UBS Team
Snowden Lane is closing in on $1.4 billion in assets nationwide with its latest recruits.
PIMCO’s Ivascyn to Challenge Gross With Unconstrained Fund
The new group CIO is about to go head to head with Bill Gross in the fastest-growing segment of fixed income: unconstrained funds.
Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.
RCAP's Crowdfunding Site: A Smart Move?
RCS Capital (RCAP) introduced a platform in September called We Are Crowdfunding that lets accredited investors and others buy public and private offerings online by pooling their resources.