8 Presidents, 1 Nominee and Tax Rates They Paid
The controversy over Mitt Romney’s limited disclosure of his tax history and the 14.1% tax rate he paid led AdvisorOne to compare his rate to eight presidents going back to 1970.
RIAs Aren’t Using CRM to Full Potential: Schwab TweetUp
RIAs are missing opportunities to use CRMs for everything from business analytics to social media, according to a Twitter “TweetUp” moderated by Schwab Advisor Services.
Ron Carson Launches New Firm to Partner With Advisors, With 3 Big Partners of Its Own
Carson Institutional Advisory has TD Ameritrade, Envestnet, LPL as allies and will provide investment management, marketing and technology services to advisors without upfront charges or long-term commitments.
SEC Enforcement Roundup: Radio Financial Guru Charged
Recent SEC enforcement actions include charges against a California man who tipped off a hedge fund manager with inside information and a radio personality who misled investors about an investing plan.
Labor (Force) of Love: Advising Working Moms
Working moms are feeling the pressure from their twin roles of breadwinner and caregiver, author Erin Flynn Jay said.
New Hire Roundup: Orizon Joins Mariner
This week in new hires, Mariner Wealth Advisors announced its acquisition of a majority interest in Orizon Investment Counsel’s wealth management division, and Lynne Ford joined Calvert Investments.
Spain, Cyprus Downgraded
Moody's cut the ratings of Spain and Cyprus on Wednesday. Bond yields topped 7% for Spain, and in Italy’s first bond sale since Spain’s bailout yields surged.
15 Best Cities for College Grads to Find Work—and Live
More than half of employers say they plan to hire recent college grads this year, according to a survey by CareerBuilder—but where?
RJ-MK Merger: It’s a Wrap
Raymond James Financial said April 2 that it had completed the acquisition of Morgan Keegan from Regions Financial, paying $1.2 billion in cash.
New Hire Roundup: Hedge Fund Association Announces Officers; Carlyle Names Board
This week in new hires, Hedge Fund Association announced newly elected officers; Carlyle Group named new board members; Altegris welcomed Amy Bennett; Sanjay Puri joined Zephyr Associates.