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RETIREMENT PLANNING OCT 20, 2014
For retirees, no relief in sight from low rates

Rates tumble as Federal Reserve's easy money policy keeps going

RETIREMENT PLANNING OCT 12, 2014
Inflation, rates and retirement income: A primer

Economist Robert J. Froehlich runs down the outlook

RIA NEWS SEP 18, 2014
Looking for a community minded adviser?

Community Leadership Award winners recognized for projects including autism, Haiti

RETIREMENT PLANNING AUG 03, 2014
Beware of the blind side

If your clients think Medicare will cover most, if not all, of their health care costs in retirement, they are sorely mistaken.

Developing a career path in the RIA industry
PRACTICE MANAGEMENT DEC 02, 2012
Developing a career path in the RIA industry

RIAs that want to connect with the younger generation of investors are hiring younger advisers

Merged Dallas, OKC firms rename, to expand regional footprint
RIA NEWS APR 26, 2012
Merged Dallas, OKC firms rename, to expand regional footprint

Burns Advisory and Executive Financial are in final stages of integration after adopting a new name

RIA NEWS DEC 18, 2011
Congress is no place for insider trading

TD to jump on iPad bandwagon
FINTECH MAR 18, 2011
TD to jump on iPad bandwagon

Company set to launch Veo mobile app for popular electronic tablet

Who shot down J.R.? Judge nixes $11.6M payout to Larry Hagman
RIA NEWS NOV 02, 2010
Who shot down J.R.? Judge nixes $11.6M payout to Larry Hagman

In October, a Finra arbitration panel ordered Citigroup to pay former 'Dallas' star Larry Hagman a whopping $11.6 million for, among other things, breach of fiduciary duty. Yesterday, a judge threw out the award, saying that one of the panel members may not have been impartial.

RETIREMENT PLANNING OCT 10, 2010
Income: The Great political - and possibly, Geographic -- Divide

Without a doubt, the answer to the question “What makes a person rich” marks a political divide in this country – a divide that is widening by the second as the mid-term elections fast approach.