Wells Fargo Grabs 8 Advisors With $1 Billion in Assets
Meanwhile, RIAs affiliated with Focus Financial and LPL add reps.
13 Best & Worst 529 College Savings Plans of 2014: Morningstar
ThinkAdvisor whittled down Morningstar’s look at 84 college investment plans to see which ones do it right — and wrong.
10 Best & Worst States for Small Businesses
Thumbtack.com asked more than 12,000 small-business owners, which include advisors, to rate issues vital to them, like the burden of compliance.
20 Best & Worst States for Military Retirees
A WalletHub study determines the best places to retire from the military, even if you don’t retire from working.
5 Ways to Escape Client Objections
My system for overcoming client concerns is simplicity itself: We design our entire client experience to not have any objections.
Top 10 Dumbest States for Financial Literacy: 2014
WalletHub, a financial decision making site, assessed states based on two categories: knowledge and education; and planning and daily habits.
Is Private Equity Wrong for Retirement Funds?
Questions are raised about opacity, risk and the often enormous fees guaranteed to fund managers no matter how they perform.
Senators Vow More Work on Housing After Voting to Wind Down Fannie, Freddie
Members of the Senate Banking Committee said they’d keep working to overhaul the housing finance system after casting a narrow vote to advance the bill.
Top 15 Most Expensive States for Long-Term Care: 2014
A range of LTC services spanning 14,800 LTC providers was used for Genworth’s annual study to rank these costly states.
‘Office of the Future’ Puts Advisor Technology on Display
Fidelity Institutional has opened an intriguingly named “Office of the Future” on its Smithfield, R.I., campus.