Former Morgan Stanley, Advisor Group Execs Launch New Firm, Buy 2 BDs
The new firm, Atria Wealth Solutions, will be led by Doug Ketterer, Eugene Elias and Kevin Beard.
Managing Medicare: Tips and Tricks to Minimize Costs
Postretirement health care costs can be huge, but there are steps that can be taken to reduce the cost of Medicare coverage.
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio Products
In other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
New Report Suggests Fixes to LTC Financing Challenge
Financing of LTC continues to plague lawmakers as people live longer and the number of dementia cases continues to skyrocket.
New Wells Fargo Scandal in Car Loans Seen as Proof Controls Still Lacking
Thousands of clients got unwanted insurance with auto loans, and many defaulted.
10 Best & Worst Broker-Dealers: Q2 Earnings, 2017
Most large financial firms with broker-dealer operations have reported their results for the quarter.
$2M Wells Fargo Team Moves to Janney
The recruiting news comes just days after a scathing report about the bank's release of private information on 50,000 clients and advisors.
25 Best Countries for Retirement Security: 2017
In the annual report from Natixis Global Asset Management, the U.S. fell three notches in its ranking since last year.
Social Security Survivor Benefits: Don’t Just Survive, Maximize
The extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
For Wealthy Pre-Retirees, What Beats Financial Security?
Affluent retirees shun traditional asset allocation guidance to reduce equities with age.