New Hire Roundup: Clearbrook Names Leslie Billet Managing Director
Deb Clarke has become Mercer's global head of investment research, and Bruce Graham recently joined CAPTRUST Financial Advisors as a vice president and advisor.
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.
Top 10 Most Generous States
A new study by The Chronicle of Philanthropy has found a huge divide in generosity across the country.
Obama Lobs College Affordability Bomb as Congress Gears Up for Budget Talks
President Obama hit the road last week to promote his new college affordability plan, just weeks before the budget battle begins anew.
Nashville Gets Its Own ETF
You’ve heard about state municipal bond funds and single country ETFs, but what about city ETFs?
A Born Advisor: Profile in Success
For Alissa Carloss of Morgan Stanley in Jackson, Tenn., the financial advice business is a family affair, including her father and mother.
New Hire Roundup: Gamble Named Managing Director at F-Squared
This week in new hires, F-Squared Investments named Paul Gamble managing director, and Sean Curry and Kimberly Palleon moved up at BMO Global Asset Management.
SEC Gets an Earful From Advisors on Fiduciary Standard
Comments to the SEC from individual advisors—yes, most of them RIAs—call for one standardized fiduciary duty for all. Even Vanguard founder John Bogle weighed in.
Behavioral Finance in the Real World: Fund Profits From Human Bias
Ralf Scherschmidt's fund identifies small-cap companies in the developed world that are overlooked by market bias and then takes advantage of earnings surprises.
SEC Enforcement: Morgan Keegan Fund Directors Settle Over Botched Valuations
Also in the SEC's crosshairs recently: A penny-stock promoter nabbed in an undercover FBI sting and two medical insurance execs accused of a Ponzi scheme.