Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social, Environmental Concerns Dominate Shareholder Resolutions
By Marlene Y. SatterShareholder resolutions that deal with sustainability issues dominated all others in 2010, and it is estimated that in 2011 half of all shareholder resolutions will focus on social and environmental concerns.
May 02, 2011
Robert Pozen, MFS Investment Management: The Extended 2011 IA 25 ProfileNot content to rest on his laurels as MFS Investment Management chairman emeritus, Bob Pozen is a senior lecturer at Harvard Business School and a senior fellow at the Brookings Institution.
May 01, 2011
Securities America Denies Charges of Departing RepsAnonymous sources insist advisors are leaving or planning to leave the firm.
April 29, 2011
Actuary Group Tries New Director Selection ProcessThe American Academy of Actuaries is testing a new approach to nominating and electing members of the AAA board of directors.
April 27, 2011
Sale of Securities America: Advisors Should ‘Run,’ Recruiter SaysAdvisors with the IBD, which Ameriprise is selling, need to look at which options are best for them and their clients.
April 26, 2011
Majority of seniors fear impact of social program changesA LIMRA study shows that the majority of retirees are concerned about retirement plans falling through due to tax raises and changes to Medicare and Social Security.
April 26, 2011
Securities America For Sale: Now What?Experts share their views on which firms might buy the IBD from Ameriprise and what the sale means for financial advisors.
April 21, 2011
Brokerage Affiliate to Settle ClaimsA financial services company says a broker-dealer subsidiary has entered into a settlement agreement in connection with claims related to private placement sales.