How a Fast-Growing RIA Gets Referrals
Three tips from Scott Swenor, the CFO of a boutique RIA that generates unusually fast net organic growth, according to Schwab.
10 Worst States for Business Taxes
The Tax Foundation’s 2014 State Business Tax Climate Index used five key factors to determine rankings, with these states being the most burdensome
Goldman Sachs Asset Management to Acquire Deutsche’s Stable Value Business
Move represents GSAM’s efforts to grow its defined contribution business.
Firm Valuation: There’s a Web App for That
CoreValue founder and CEO Chuck Richards says many advisors struggle when trying to do a quick and painless valuation.
SEC, FINRA Enforcement: Ex-Marine Charged With Bilking Fellow Servicemembers
Among other recent FINRA and SEC actions were a $1.4 million fine for Oppenheimer & Co. for penny-stock violations and insider trading charges against a former Green Mountain Coffee exec.
Top 10 Best Foreign Countries for Retirement: 2013
International Living magazine measured cost, ease of integration, climate and other factors and even talked to foreigners who made the move.
Top 10 Most Expensive States for Long-Term Care: 2013
Will you or one of your clients be one of the 70% of people over 65 who will need long-term care? Genworth’s annual study on the cost of LTC indicates that if you are, you will be paying more for it this year.
Taxes and the States: Which Take the Biggest Bites?
Governments are always looking to tax, and in these states, you can expect to find steep taxes on wireless services, lottery winnings, property and more.
Best and Worst States for Savings Accounts
Surprisingly, states with high unemployment and dire fiscal situations fared well.
IBM Draws Senate Heat for 401(k) Changes
At issue is the business giant’s decision to match in a lump sum at the end of the year, rather than matching on a biweekly basis.