-
By Marlene Y. Satter, AdvisorOne |
May 17, 2012
This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.
-
By Joyce Hanson, AdvisorOne |
May 9, 2012
‘Shock of Gray’ author Ted Fishman tells NAPFA conference that fee-only planners are ideally suited to prepare people for the cold realities of global trends in an aging world.
-
By Marlene Y. Satter, AdvisorOne |
April 23, 2012
With costs for care rising at a five-year annual rate of 5.71% for assisted living facilities and 4.28% for private rooms in nursing homes, it’s more important than ever to know which states are the most affordable when planning retirement.
-
By Danielle Andrus, AdvisorOne |
February 28, 2012
Raymond James added a $2.7 million team to its ranks, the broker-dealer announced Tuesday.
-
By Ron Pechtimaldjian and Melanie Waddell, AdvisorOne |
December 14, 2011
A study by the nonpartisan EBRI shows the difference in financial literacy and behavior for each state and Washington, D.C. To determine which states had the lowest financial IQ, AdvisorOne added each states’ ranking in the two categories and, like golf, the highest scores lost.
-
By Joyce Hanson, AdvisorOne |
November 28, 2011
Senate Democrats on Monday urged Congress to extend the tax cuts now in place for employers and employees, but Republicans countered that the tax holiday should end because it isn’t stimulating the economy.
-
By Ellen Uzelac |
November 23, 2011
Welcome to Research Magazine's Advisor Hall of Fame, now in its 21st year. This eagerly anticipated annual feature has become a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.
-
By Janet Levaux, AdvisorOne |
November 9, 2011
UBS attracts a Morgan Stanley team of advisors with $1.7 billion in assets, as Merrill Lynch and Raymond James attract $1 million-plus producers.
-
By Marlene Y. Satter |
September 28, 2011
Roy Woodall, nominated for the only voting seat of three on the Financial Stability Oversight Council devoted to insurance experts, was confirmed on Tuesday in the Senate.
-
By DAVID ESPO, AP Special Correspondent |
September 26, 2011
Ending weeks of political brinkmanship, Congress finessed a dispute over disaster aid Monday night and advanced legislation to avoid a partial government shutdown only days away.
