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By Moshe A. Milevsky |
February 22, 2013
Advisors ask me whether clients should “hurry up”—in light of the declining richness of GLB riders—and add money to VAs they already own, before it is too late. My answer will not be what you expected.
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By Melanie Waddell, AdvisorOne |
January 30, 2013
Senate democrats gathered on Capitol Hill Wednesday to push for passage of the Paycheck Fairness Act, legislation that would help close the pay gap between women and men working equivalent jobs.
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By Melanie Waddell, AdvisorOne |
January 28, 2013
Steven Wallman, founder and CEO of Folio, says investors “deserve better” than traditional target-date funds.
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By Joyce Hanson, AdvisorOne |
January 24, 2013
RIA Spire Investment Partners, headquartered in McLean, Va., has expanded to the West Coast with the addition of the Chamberlain Group of Irvine, Calif.
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By Marlene Y. Satter, AdvisorOne |
January 10, 2013
In recent enforcement news, an appeals court reinstated a suit against UBS subsidiaries by two Puerto Rico-based pension funds over a $757 million bond purchase.
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By Joyce Hanson, AdvisorOne |
January 9, 2013
Eagle One intends to wind down operations, and most of its advisors have moved to Securities America.
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By Michael S. Fischer, AdvisorOne |
January 7, 2013
Rankings by Phoenix Global Wealth Monitor show some surprising findings on which states have the most millionaires.
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By ALAN FRAM, Associated Press |
January 2, 2013
House passes Senate bill, 257-167, shortly before midnight, sending legislation to President Barack Obama to sign.
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By Jane Wollman Rusoff |
December 20, 2012
Dalbar and Research magazine conducted an in-depth study of the new ERISA 408(b)(2) disclosure rule, providing rankings in key categories of big providers.
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By Marlene Y. Satter, AdvisorOne |
December 18, 2012
This week in new hires, Security Benefit welcomed George Beale and Jeffrey Kayajanian, CapWealth named Phoebe Venable president and COO, and the DOL named five new ERISA Advisory Council members.