U.S. Government Accountability Office

• 

  Keep Savin’ It, Sister: GAO Says Women Saving More, but Need Social Security More Than Men

  By Joyce Hanson, AdvisorOne  |  August 3, 2012

  American women may think they’re good at penny-pinching, but it turns out that they’ll need to save even more if they want to feel secure in retirement.

• 

  To Thwart SRO, Rep. Waters Introduces User Fee Bill

  By Melanie Waddell, AdvisorOne  |  July 25, 2012

  Maxine Waters, D-Calif., introduced on Wednesday a bill that would allow the SEC to collect user fees from advisors to fund their exams in lieu of an SRO.

• 

  Resolved: FINRA Should Review These 10 Outdated Rules

  By Brian Rubin, Deborah Heilizer and Susan Krawczyk  |  July 20, 2012

  FINRA should heed the advice of a recent GAO report and revisit these rules, which the authors humbly suggest either no longer work as intended, or have effectively been replaced by other rules or guidance. In response to the GAO recommendation,

• 

  BofA Makes Retirement Services Push for Merrill

  By Janet Levaux, AdvisorOne  |  March 27, 2012

  Bank of America is rolling out a defined-contribution consulting service for institutions at Merrill Lynch and a 401(k) service for small businesses at Merrill Edge.

• 

  Reconsidering Reverse Mortgages

  By Joyce Hanson, AdvisorOne  |  March 26, 2012

  Times were tough for Dorothy Ariail back in 1977 when she became a young widow with three children.

• 

  New Hire Roundup: Mitchell Goes to Leuthold; Hoffman Joins Franklin Square

  By Marlene Y. Satter, AdvisorOne  |  February 8, 2012

  This week in new hires, the Leuthold Group named Ben Mitchell managing director; Robert Hoffman joined Franklin Square; Hilary Fiorella was welcomed at Fiserv and Keith Johnson joined Curian Capital.

• 

  New Hire Roundup: Kiley to Lead Security Benefit; SNR Denton Welcomes Samlin; Edelman Recruits Bottazzi

  By Marlene Y. Satter, AdvisorOne  |  August 11, 2011

  This week in new hires, Michael Kiley was named to become CEO of Security Benefit Corp.; Scott Samlin went to SNR Denton; Edelman Financial Services recruited Joe Bottazzi from outside the industry and Reliance Trust named Robert F. Cook to head its church and nonprofit division.

• 

  GAO Touts Annuities in Uncertain Retirement Environment

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  August 3, 2011

  Want some free marketing material for your annuities business? Look no further than the U.S. Government Accountability Office.