Advisors, Start Preparing Now for the Post-Boomer World
After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.
Relocation Expert Warns California’s Tax Hikes Will Push Out More Businesses
Business relocation coach Joseph Vranich warns a further increase in taxes for the 48th-ranked state in terms of tax burden (according to the Tax Foundation) will only exacerbate California's financial woes.
DOL’s Secret Fiduciary Fix Offers BDs Big Opportunity
A little-known DOL exemption for computer modeling confers a marketing advantage for IRA rollovers, says Lou Harvey of market research firm Dalbar.
New Hire Roundup: Horan Goes to Chilton, Pan Moves Up at SEC, CFP Board Gains Myers
This week in new hires, Timothy Horan moved to Chilton Private Clients, with a team of four; Eric Pan joined the SEC; Roger C. Myers, Jr. was named CFO at the CFP Board; and Neuberger Berman added four new wholesalers.
Building Value That Lasts
Corporate sustainability is beneficial for both managers and investors. According to Dow Jones, corporate sustainability is “a business approach that creates long-term shareholder value by embracing opportunities and managing risks deriving from economic, environmental and social developments.