15 Biggest Donations of 2014
To date, these are the donors who have given $100 million or more to favored causes, according to the Chronicle of Philanthropy.
10 Best States for High-Paying, High-Tech Jobs
A Milken Institute index ranks states’ ability to convert their science and technology resources into high-paying jobs.
Raymond James Adds Ex-LPL Group in N.J.
Boutique wealth groups add teams in Arizona and Iowa.
Best Places for Commercial Real Estate Investments: Office Sector
In the post-recession period, a significant “value gap” has emerged between the top tier urban centers and the rest of the country.
10 Best States Ranked by Pension Promises
Even the soundest state pension plan is just two-thirds of the way toward accumulating assets sufficient to pay its retiree obligations.
Bank of America Granted Penalty Relief After SEC Compromise
The SEC has resolved an impasse over punishing Bank of America in a mortgage case, clearing the way for a $16.7 billion global settlement.
Focus Adds $1.4B RIA in Chicago Area
Meanwhile, Securities America recruits three FAs, one from Wells Fargo and another from LPL Financial.
Schwab’s Bettinger, Clark: RIAs Must Evolve; Robos in ‘Top of the First’
Welcoming attendees at biggest-ever Impact, Schwab CEO and RIA chief explain robo-advisor strategy and call on RIAs to embrace the challenge of “Generation Now.”
Wells Fargo’s Wimbish: Navigating the 30-Year Retirement
Wells Fargo retail retirement director Karen Wimbish on guiding clients not just to retirement, but through it, and the firm's new Income Center.
TD Ameritrade Goes Its Own Way on Robo-Advisors, With a Twist
Custodian offers resources for RIAs to build or choose a robo-provider, but Tom Nally urges advisors to consider matching services with fees.