20 Best & Worst Tax States
Conservatives and liberals generally agree on what a “fair” state and local tax system looks like, but no state actually has such a system.
Annuity Sales Hit 3-Year High: IRI
Citing Beacon Research and Morningstar, IRI said both fixed and variable annuities had the highest sales in three years.
Most State-Registered Advisors Have Tech, Cybersecurity Policies: NASAA
Though less than 5% of small and midsize firms said they had a cybersecurity incident, two-thirds said they had cybersecurity policies in place.
12 Best States for Adjusted Advisor Pay
Low cost of living often offsets lower advisor pay in some states, while in other states high pay offsets high cost of living.
SEC’s White: Fiduciary Rule Important, but Dodd-Frank, JOBS Mandates Come First
Chairwoman Mary Jo White told senators Tuesday that a fiduciary options list is a "high priority," but legally mandated rulemakings must take precedence.
FSI Adds New Advisor Members From 2 Firms
Complimentary memberships and similar initiatives have helped boost FSI memberships, which have doubled since 2011.
Advisors Focus on Financial Planning Needs of U.S. Military Members
Former Marine Rob Aeschbach says that for many young service members, concepts like saving and budgeting are alien, but advisors are stepping up.
Boomer Mortgage Debt Could Dampen Economy
A growing number of homeowners are reaching retirement age still owing money on their houses, causing a squeeze on other spending.
Wells Fargo, U.S. Trust, Raymond James Add Teams From Rivals
Plus, a wealth group of five advisors affilates with LPL Financial in Wisconsin.
Collaborative Divorce: A Win-Win Dissolution
When my first husband and I decided to end our marriage more than 30 years ago, we wanted to avoid ugly confrontations and create a solution that would give our young son a loving home with both of us sharing custody.