12 Best U.S. Cities for Successful Aging
The Milken Institute rankings, compiled every other year, tally 78 variables on metropolitan regions, with surprising results.
Morningstar: State Pensions Complex, Lack Transparency
Who’s watching your client’s pension? At the state level, who knows?
New Hire Roundup: Clearbrook Names Leslie Billet Managing Director
Deb Clarke has become Mercer's global head of investment research, and Bruce Graham recently joined CAPTRUST Financial Advisors as a vice president and advisor.
20 Best & Worst States for Pension Funding
Public employees of some states find their retirement plans imperiled through bloated promises and mismanagement, while employees of other states are better off.
Americans, and Their Money, Flee High-Tax States
Much is said about businesses' growth driving state economies. But cash brought by tax migrants from other states may dwarf their revenue.
Will Nebraska Bail Out Illinois? News Analysis
When the scale of the pension problem becomes manifest in current state budgeting, will politicians seek to nationalize the problem with a taxpayer bailout, ask fiscally prudent Nebraska to help profligate Illinois?
Smart Niche Model Leads to Succession Planning Success
Two firms have taken their niche strategies a step further, merging in the airline pilot-focused RIA space to ensure succession planning continuity.
States Improve Budget Decisions by Using Cost-Benefit Analyses, Study Finds
It might sound simplistic, but Pew-MacArthur study finds that using data to drive decisions improves performance.
States’ LTC Squeeze: Demand Swamping Services
A report co-authored by AARP found that more than 60% of states had seen an increase in demand but no increase in spending.
New Hire Roundup: Gamble Named Managing Director at F-Squared
This week in new hires, F-Squared Investments named Paul Gamble managing director, and Sean Curry and Kimberly Palleon moved up at BMO Global Asset Management.