Dodd-Frank Rulemaking Like ‘Shoveling Manure’: SEC’s Gallagher
The SEC won “the Dodd-Frank ‘booby prize,’ and we are still paying the price over four years later,” said SEC Commissioner Daniel Gallagher.
Get Ready for Clients Who Keep Living
Four scenarios for longevity and financial advice.
Top 25 U.S. Charities: 2014
The Chronicle of Philanthropy ranks the top charities by private donations, with four of the top 10 DAFs, including those of Fidelity, Schwab and Vanguard.
10 U.S. Companies With Lowest International Tax Rates
WalletHub recently released an analysis of taxes paid by the 100 largest firms and found S&P 100 companies pay about 22% less abroad.
10 Best Cities for Jobs in Financial Services: 2014
Several cities debut on Accounting Principals’ annual list on financial services jobs.
Advisors Should Use Social Media Despite Hurdles: IRI
Companies whose CEOs and executives post and tweet are more likely to be successful, according to Sarah Pedersen, managing director at Hearsay Social.
New Hire Roundup: ABIA Elects New Board Members
This week, the American Bankers Insurance Association elected new board members, and Deutsche Asset & Wealth Management hired four regional VPs.
Healthier Retirees Will Spend More on Health Care: IRI
Experts suggest that advisors need to start considering health care costs in their clients' financial portfolios due to increasing life expectancies.
IRI Elects LPL’s Moore Board Chairman
New IRI Board members include Larry Roth of Cetera, Erica McGinnis of AIG Advisor Group and George Riedel of USIS.
Insurance: The ‘Putter’ in the Retirement Golf Bag
“You drive for show but putt for dough,” AXA executive Nick Lane said during an IRI panel, painting insurance as an essential retirement funding tool.