Raymond James, LPL Add Teams From Morgan Stanley
The two groups each have $200 million or more in assets; Securities America taps recruiter; Foothill Securities brings on $1B group.
50 Ways for States to Tax Residents
Which states have the lightest tax burden? The answer isn't as straightforward as it seems.
Baird Adds Ex-UBS Team, Former Morgan Stanley FA in Texas
Meanwhile, Raymond James recruits five advisors to its financial institutions group.
Boomers’ Newfound Freedom Changes How They See Home
Around age 61, boomers say they feel more freedom to live wherever they wish than they did when they were younger.
3 Scary Questions on the Global Economy
Clients and friends have raised questions about the state of the global financial system. Here I'll attempt to address their concerns.
IRS Should Get Tougher on Charities: GAO
Budget cutbacks have called into question the adequacy of IRS ability to police tax-exempt groups, the GAO says.
Coburn Calls for ‘Fairer, Flatter’ Tax Code
Best solution would be to throw it out and start again, but in the meantime, he calls for end to preferences on municipal bonds, carried interest, cash-value life insurance and credit unions.
New Hire Roundup: SIFMA Elects New Board Officers
Meanwhile, global law firm Ropes & Gray announced that Debra Lussier has been promoted to a partner in the firm’s private investment funds practice
The New Retirement Dream: Relocation
Moving where money goes further has gained popularity as a retirement strategy.
Boom and Gloom in Retirement Politics
Demographic tensions bode ill for boomer retirees.