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.
8 Ways to Build Extreme Client Loyalty
These steps, large and small, will sustain long-lasting client relationships.
The Pharrell Williams of Advisors?
Much like Pharrell Williams sings in "Happy," Donna Skeels Cygan feels that happiness is the truth for her clients.
15 Cheapest States for Long-Term Care Costs: 2015
The old saw about “what goes up must come down” obviously wasn’t coined by someone thinking about the costs of long-term care.
10 Best & Worst States for Low-Income Taxpayers
State and local taxes are surprisingly regressive in some states, the Institute on Taxation & Economic Policy and WalletHub report.
SEC Charges Pacific West Capital With Life Settlement Fraud
Pacific West and its owner hid and minimized "risks in order to sell more life settlements," the SEC said.