Boomers’ Newfound Freedom Changes How They See Home
Around age 61, boomers say they feel more freedom to live wherever they wish than they did when they were younger.
New Hire Roundup: Securities America Promotes 7
Meanwhile, financial data aggregation firm CircleBlack appointed Bill Bartzak and Michael Castellano to its board of directors.
Get Ready for $10 Oil
Global demand remains weak, output is growing and OPEC’s power is eroding, columnist Gary Shilling warns.
Top 15 States With Most RIAs
The number of RIA firms increased to 31,975, according to SIFMA’s 2014 Factbook, despite an active merger year.
Magic Johnson Gives Advice to TDAI Advisors
For one thing, the NBA Hall of Famer argues that you shouldn’t “love what you own.” He’s followed that advice in his post-basketball serial entrepreneur career.
Top 10 States With Most Millionaires: 2015
Several states made big jumps on the list thanks to the oil boom, Phoenix Marketing found.
Obama Sets Up Social Security Showdown
The White House's 2016 budget contains a proposal to reallocate some payroll tax money from the old-age program to the dwindling Disability Trust Fund.
3 Scary Questions on the Global Economy
Clients and friends have raised questions about the state of the global financial system. Here I'll attempt to address their concerns.
After Obama Address, Battle Lines Are Drawn in Congress
Industry trade groups and lawmakers were quick to weigh in with praise and criticism of issues raised in President Obama's mid-January State of the Union address, namely cybersecurity, the Dodd-Frank financial reform law, taxes and entitlement reform.
Key Congressional Committees Get New Leaders
The start of the new GOP-controlled Congress brings with it new faces to key congressional committees that hold sway over a variety of issues impacting advisors.