New Hire Roundup: IMCA Announces 2014 Board
Also this week, Celine Colgan joined the Presidio Group, Girard Securities welcomed David Bombart and National Planning Corp. promoted Scott Montgomery.
12 Best U.S. Cities for Successful Aging
The Milken Institute rankings, compiled every other year, tally 78 variables on metropolitan regions, with surprising results.
4 Things Advisors Should Never Say to Clients
Writer Emily Guy Birken, the daughter of a CFP, considers four red flags her father warned her about.
20 Best & Worst States for Pension Funding
Public employees of some states find their retirement plans imperiled through bloated promises and mismanagement, while employees of other states are better off.
Fossil Fuels: More International Investment Risk Than Opportunity?
Investors need to tread carefully as opportunities shift and risks surface.
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.
States’ LTC Squeeze: Demand Swamping Services
A report co-authored by AARP found that more than 60% of states had seen an increase in demand but no increase in spending.
GAO Suggests Requiring RIA Advice for Accredited Investors
A GAO study recommends that the SEC require more liquid investments in private offerings — or the use of an RIA for guidance — as preferred means of protecting accredited investors.
Congress Will Punt Student Loan Rate Fix to CFPB: Washington Analysis
Analysts at Washington Analysis said Monday that they believed “Congress will not move forward with legislation aimed at private student loans.” Rather, they “expect the CFPB will eventually develop private student loan servicing standards.”
Senate Banking to Hold Confirmation Hearing for New SEC Commissioners
The Senate Banking Committee will hold a confirmation hearing Monday for President Obama’s SEC nominees, Kara Stein and Michael Piwowar.