Advisor Aims to Facebook His Way to $10B in Assets
James McDonald is using 100% ETF portfolios to lower costs and improve securities selection while riding the social media wave to reach large audiences.
Budget Bill Nears Senate Passage
The Senate advanced the measure over a filibuster threshold on a 67-33 vote, ensuring it will pass the chamber no later than Wednesday.
New Hire Roundup: Sonnenberg Joins Glassman Wealth Services
Also this week in personnel announcements and new hires, Tony Leonard joined OneAmerica.
Top 10 Offbeat, Cheap Cities for Retirement
Retirees can find the perfect place to start a new phase of life in any area of the nation.
Shutdown Plays Havoc With Federally Funded Nonprofits
For example, the federal Women, Infants and Children food program is set to start cutting off food to low-income mothers and children.
SEC Slams Father, Son for Bilking Terminally Ill Clients
SEC charged a father and son in Lexington, S.C., with running a fraud designed to illegally profit from the deaths of terminally ill individuals.
Top 10 Most Generous States
A new study by The Chronicle of Philanthropy has found a huge divide in generosity across the country.
Hybrid Firms: What Are You Getting for Your Pay Cut?
"We’re willing to be in the trenches with our advisors," says Stratos CEO Jeffrey Concepcion, who recently helped an advisor win a $35 million account ...
Retirement Pros Weigh In on DOL’s Lifetime Income Plan
DOL’s plan would require that lifetime income illustrations be given to participants in defined contribution plans, such as 401(k)s and 403(b)s.
States Improve Budget Decisions by Using Cost-Benefit Analyses, Study Finds
It might sound simplistic, but Pew-MacArthur study finds that using data to drive decisions improves performance.