Kara P. Stapleton

• Giving Back: A Firm of Philanthropists

  By Kara P. Stapleton  |  March 1, 2009

  THIS MONTH'S HONOREE The individual: Todd Morgan & Bel Air employees The firm: Bel Air Investment Advisors The cause: New Millennium Secondary School, Habitat for Humanity, City of...

• Retirement Behind the Numbers: More Americans Plan on "Unretirement"

  By Kara P. Stapleton  |  March 1, 2009

  "The Unretirement Index, after polling American workers in August 2008, polled them again in December," said David Jacobson, associate director with Sun Life Financial. "As...

• Succession & Valuation

  By Kara P. Stapleton  |  March 1, 2009

  "Right now in the industry there's about a 20% adoption rate for independent practices or practitioners to have a continuity or succession plan in place,"...

• March B/D Briefs: News & Products

  By Kara P. Stapleton  |  March 1, 2009

  Commonwealth Financial Network announced in late January that Wayne Bloom, its managing principal of wealth management, will succeed Chairman Joseph Deitch as CEO effective immediately...

• Asset Allocation

  By Kara P. Stapleton  |  March 1, 2009

  Behind the Numbers with Jeffrey Kleintop "The current quarter is going to be a tough one economically--probably the worse of the recession--and earnings will reflect that...

• Numerology: ETFs on the Rise

  By Kara P. Stapleton  |  March 1, 2009

  Assets in ETFs have turned around after a three month decline in the fall of 2008, with the asset level growing by 11.9%, or $56.6...

• Group Think

  By Kara P. Stapleton  |  March 1, 2009

  ? The Financial Planning Association's Board voted to lay off 10 full-time employees to match an anticipated 15% drop in revenue for FY 2009-2010, which...

• Upgrades

  By Kara P. Stapleton  |  March 1, 2009

  Van Kampen Funds Inc., a subsidiary of Van Kampen Investments Inc., launched the Van Kampen Global Tactical Asset Allocation Fund, which seeks to achieve diversification...

• Changes

  By Kara P. Stapleton  |  March 1, 2009

  Fidelity Investments announced that Norman Malo, president and CEO of its clearing firm, National Financial, will retire from the company effective March 2009. Malo joined...

• The Obama Budget: The Effect on College Savings Programs

  By Kara P. Stapleton  |  February 27, 2009

  Tax credits, grants, and a Federal takeover of student loans are on their way or proposed