(Pet) Protection Money
Advisors can provide additional value by helping clients protect beloved pets when they’re no longer able to care for them.
New Hire Roundup: Killgoar to Head Strategy, Consulting at Raymond James' FID
Meanwhile, Wilmington Trust has named Fredrik Berg vice president of sales for its global capital markets team in Europe.
Military Retirement Overhaul Calls for DC, DB Blend
Lawmakers are debating major reforms to the military retirement system, proposing a new system combining the current defined benefit plan with elements of a 401(k).
Top 20 Richest Colleges of 2014: The Biggest Endowments
Healthy investment returns allow schools to fund a larger portion of their budgets from endowments.
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.
House Votes to Kill Estate Tax
The "death tax is actually hurting our economy now and putting unnecessary pressure on families and small businesses," said House Ways and Means Chairman Ryan.
Army Vet Posed as Broker to Bilk Soldiers, SEC Says
Leroy Brown Jr., an Army veteran, is accused of luring service members and other investors with false guarantees to double or triple their money.
Top 10 Dumbest States for Financial Literacy: 2015
Residents of these places have a lot to learn about money basics.
AIG Advisor Group SpeakLoud Campaign Tells Advisors: We’ll Make Your Voice Heard
“SpeakLoud” is the rallying cry of AIG Advisor Group's new multimedia recruitment campaign targeting advisors seeking a new home.
10 Best & Worst States for High-Income Taxpayers
Income, property and sales taxes can really add up in some states, according to the Institute on Taxation & Economic Policy and WalletHub.