Going Independent: Several Choices, Several Solutions
Here's how to navigate the numerous options available for a dramatic career shift.
Top 10 States With Fairest Taxes
WalletHub compared tax data with taxpayer sentiment to find which states have the fairest tax system.
What Retiring Clients Need From Advisors (That Robos Don’t Do)
Clients and prospects need help planning for rising health care costs and dealing with Social Security issues, HealthView's Ron Mastrogiovanni says at RIIA event.
Which Wirehouse Tops LPL’s List of Recruited Reps?
The independent broker-dealer is adding a sizable number of teams and advisors from one firm in particular.
10 Women Who Are the Wealthiest People in Their States
A fifth of the states have a woman as their richest resident, a Forbes list shows.
Focus Financial Adds $1B RIA in Chicago
Also, Raymond James adds a $390 million independent-employee group in Beaufort, S.C., from Wells Fargo.
SEC Enforcement: Fantasy Sports-Style Investing Site Gets a Little Too Real
Meanwhile, Massachusetts-based Interinvest Corp. and its owner funneled more than $17 million in client assets into four troubled Canadian penny stock companies, the SEC says.
Military Retirement Overhaul Calls for DC, DB Blend
Lawmakers are debating major reforms to the military retirement system, proposing a new system that combines the current defined benefit plan with elements of a 401(k).
10 Best States for Military Retirees: 2015
WalletHub ranks the best states for former servicemembers based on their economies, quality of life and health care.
Real Estate Investors Looking to Buy More, Higher Priced Houses
Nearly half of real estate investors plan to buy four or more houses this year, a Visio survey says.