U.S. Senate candidate Elizabeth Warren, at the
Democratic National Convention, intensified her criticism of Wall
Street CEOs.
by
Dorothy Hinchcliff
Nobel Prize-winning economist William F. Sharpe has been awarded the
2012 Lillywhite Award from the Employee Benefit Research Institute.
by
Jim McConville
The SEC today charged three South Florida
men with orchestrating a $27.5 million scheme in which they
stole investors' money to help fund their own lavish lifestyle.
by
Jim McConville
A perennial question financial advisors ask themselves is whether or not
they should ask their current clients for referrals.
Bill Gross, who runs the world's biggest bond fund at Pimco, said private credit-market debt is too high and the age
of credit expansion that led to "double-digit" returns is over.
by
Karen DeMasters
A financial advisor can help clients avoid common mistakes in deciding when to collect Social Security.
by
Karen DeMasters
Financial advisors are being put in a very difficult position when
clients are faced with buyout offers on their variable annuities that
have guaranteed payments, experts in the field say.
by
Jim McConville
Sports agent Drew Rosenhaus and financial advisor Jeff Rubin are under
investigation by The National Football Players Association for
potentially violating NFL financial conduct policies,...
by
Karen DeMasters
Edward P Owens, CFA, is stepping down as portfolio manager of Vanguard Health Care Fund effective Dec. 31.
by
Jim McConville
The continuing national economic slump is having a toll on Americans'
psyches, with one in four polled considering themselves as poor,
according to a new survey.
by Dorothy Hinchcliff
Ray Lucia Sr...
by
Dorothy Hinchcliff
The Hartford has signed a definitive agreement to sell its retirement
plans business to Massachusetts Mutual Life Insurance Company for $400
million.
Valerie Jarrett, a senior advisor to Barack Obama, said the president
would work with the business community to overhaul the tax code in a
second term.
by
Karen DeMasters
Two advisory teams from the Merrill Lynch Private Client Group have
created True Private Wealth Advisors LLC in Salem, Ore...
Gold topped $1,700 an ounce for the first time since March on
speculation that a sluggish global economy will force central bankers to
add monetary stimulus.
by
Karen DeMasters
Lauren Locker, CFP, founder of Locker Financial Services LLC in Little
Falls, N.J., has been elected national chair of Napfa effective immediately, the organization announced
today.
by
Jim McConville
TD Ameritrade Institutional has appointed Jim Dario as its new managing
director of product management, company officials announced.
by
Jim McConville
More than three dozen Morgan Stanley Smith Barney advisors have told
management they plan to quit over what they describe as a multitude of
technical problems caused by the firm's new "3D"...
by Eric Reiner
"Taxes on affluent Americans are going up next year. Even if we have
tax reform, it won't be effective until 2014...
by
Ray Fazzi
Cetera Financial Group plans to rename its four holdings--a
move that is designed to unify the broker-dealer's brand.
