How Recruiters Help Advisors Navigate Information Overload
There was a time when one of the greatest advantages a recruiter could offer was access to information.…
People Moves: Modera Hires State Street Alum as CIO
Modera Wealth Management, a Westwood, N.J.-based registered investment advisor overseeing $17.5 billion in assets, appointed Gaurav Mallik as…
SEC Proposes Rule Making E-Delivery the Default Option
The Securities and Exchange Commission proposed a rule to make e-delivery the default option for registrants (including broker/dealers…
Social Security Recipients May Be in Line for Another Outsized COLA Boost
Social Security beneficiaries are marching their way toward a decent-sized payment increase this coming January. That’s one of…
Prince William’s controversial inheritance each year uncovered
Prince William, 44, received a private income of £21.6 million from the vast land and property portfolio, the…
5 Things to Do Now to Retire in One Year or Less
Checklist To Retire in One Year or LessMap out a budget for the first 10 years of retirement.Formulate…
RIA Buyers Predict Valuation Flatline
Consolidators in the wealth management industry expect a years-long rise in registered investment advisor valuations to finally flatline…
Creative Planning Acquires Commercial Insurance Firm
Creative Planning, an Overland Park, Kan.-based registered investment advisor with about $710 billion in assets under management and…
Can you inherit a home in a 55-plus community? Attorney explains what the law says amid Jacksonville HOA dispute
JACKSONVILLE, Fla. – After News4JAX reported on a Jacksonville woman fighting to stay in the home she inherited…
Florida daughter Bethany Michel says HOA is trying to force her out of 55-plus community after inheriting home from dad
A 28-year-old homeowner says she is being forced out of her father’s 55-and-over after inheriting the home following…
Regulators clear way to rewrite annuity illustration rules – Insurance News
A National Association of Insurance Commissioners’ committee voted Monday to reopen the annuity disclosure model to give regulators…
Architects of Legacy: Cone Marshall Group’s Chung Yin O on Legal Precision, Independence, and Global Trust Structuring
Chung Yin O, Regional Director of Legal and Operations at Cone Marshall Group, took to the stage during…