People (22)
Brexit, Market Jitters Create Opportunities for Financial Advisors
Financial advisors often promote their services by saying that they can help remove emotions from investing. Read more...
Collecting Social Security Early Has Some Advantages
Collecting Social Security early can help retirees assess how much they can spend because the payments are consistent. So reports Wealth Management.
Read more...SEC Awards Whistle Blower $3M
The Securities and Exchange Commission recently awarded a whistleblower $3 million for information that helped the regulator crack a complex case of fraud. So reports ThinkAdvisor. Read more...
Fountainhead Capital Management Recruits Senior Strategist
Robert Renshaw has joined Edison, N.J.-based Fountainhead Capital Management as senior financial strategist. So reports TapintoEdison.
Read more...How to Unlock the Hidden Value of Millennial Summer Interns
With summer quickly approaching, many financial advisors will welcome interns to their practices. Many well-meaning advisors will seek to use interns for important functions, such as helping to forge financial plans, rather than rely on them to conduct menial labor such as running errands. Yet, what many advisors don’t realize is that summer interns can play a major role in strengthening marketing and sales efforts.
Read more...Plain and Simple Investing Helps Modest Man Generate an $8M Estate
In the months following the death of Ronald Read, more details are emerging about how the former gas station attendant and janitor amassed an approximately $8 million estate. For advisors, Read’s strategy provides valuable insight into the merits of established, but somewhat dull, investment strategies.
Read more...Head of Ameriprise Advisor Unit to Step Down
Donald Froude, president of Ameriprise Financial’s Personal Advisors Group, is stepping down from the post to take a position that will require less traveling. So reports WealthManagement.
Read more...SEC Bars Jailbird from Becoming an RIA
David Scott Cacchione of Menlo Park, California, hit a roadblock when filing to become a registered investment advisor—regulators frowned upon the fact that he was in jail and they filed an administrative proceeding order to have him banned from the industry. So reports the SFGate.
Read more...Mario Gabelli a Top Paid Mutual Fund Exec
Having been paid $85 million in 2013, Mario Gabelli is one of the highest paid executives among publicly traded mutual fund companies. So reports The Financial Times.
Read more...Wall Street Legend Irving Kahn Dead at 109 Years Old
Great Depression veteran and legendary investor Irving Kahn has died at 109 years old, roughly one year after switching from part-time employment to being retired. So reports Bloomberg.
Read more...Most Read
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Add us to your Safe Sender list: We want to…
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Mar 09 2013
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While market bulls are understandably cheering the ongoing equity rally…
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Nov 07 2012
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Written by Administrator
Progressive Media Group Subscription Agreement This agreement states the general…
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Nov 07 2012
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Written by Administrator
Welcome We’re glad you chose to visit a Progressive Media…
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