Retire Abroad? Not So Fast
Clients interested in overseas retirement need education and advice about the possible pitfalls.
Raymond James Adds Team in Flooded Texas Region
Meanwhile, Raymond James, BofA and Wells Fargo are donating to flood relief, and RJ says it is buying Producers Choice Network.
Baird Adds Branch Manager From UBS, Advisor From Morgan Stanley
The employee-owned wealth firm added advisors in Maine and Ohio.
Real Estate Investors Looking to Buy More, Higher Priced Houses
Nearly half of real estate investors plan to buy four or more houses this year, a Visio survey says.
Jobless Claims’ 4-Week Average Falls to 15-Year Low
Weekly jobless claims in the U.S. decreased by 1,000 to 264,000 in the seven days ended May 9.
Oil's Not Coming Back. Here's Why
WTI prices have moved up $17 a barrel from their six-year low, but that comeback could stall.
SEC Charges Radio Hosts With Misleading Life Settlement Investors
The Texas-based hosts falsely told investors that interests in life settlements they sold were guaranteed, safe as CDs and federally insured, the SEC says.
(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).