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By Michael S. Fischer |
February 11, 2013
The donors on The Chronicle of Philanthropy’s 2013 Philanthropy 50 committed a total of $7.4 billion to charity in 2012. Three of the top five philanthropists were couples under 40.
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By Marlene Y. Satter, AdvisorOne |
February 7, 2013
Also among recent enforcement actions was the sentencing of an insider trading informant who managed to avoid prison time for his cooperation.
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By Melanie Waddell, AdvisorOne |
February 7, 2013
With the House unlikely to pursue an SRO bill this year, FINRA has set its sights on the Senate to push a bill that would give FINRA the authority to become the SRO for advisors.
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By Marlene Y. Satter, AdvisorOne |
February 6, 2013
This week in new hires, Putnam announced a new leadership team for its global asset allocation organization, and Steve Antonakes became acting deputy director of the Consumer Financial Protection Bureau.
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By Michael S. Fischer |
February 5, 2013
In the states whose tax systems most favor high earners, low-income families pay up to six times as high a share of their income as the wealthiest families, according to a report by the Institute on Taxation and Economic Policy.
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By Gil Weinreich, AdvisorOne |
February 4, 2013
Mutual fund families, despite serving as retirement plan fiduciaries and hosting “open architecture” plans, nevertheless favor their own fund offerings, according to new research.
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By Marlene Y. Satter, AdvisorOne |
January 31, 2013
Among other enforcement actions this week, the SEC charged five former real estate executives in a $300 million Ponzi scheme involving phony investments in resorts. The spoils went toward boats, planes and a rum distillery.
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By Janet Levaux, AdvisorOne |
January 30, 2013
Peter Miller will lead the employee-owned group's efforts to add financial advisors in the Northeast.
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By Danielle Andrus, AdvisorOne |
January 29, 2013
Personal finance website NerdWallet released its list of the best cities for job seekers based on Census Bureau data on population growth, income, unemployment rate and the cost of living.
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January 23, 2013
The role of natural gas as an energy source continues to expand as the United States moves toward energy independence.