Stephen Straus began his career in 1968 and was still showing up in the office every day at age 88.
Research from Ameriprise also shows that at least a quarter of financial advisers have no succession plan, and 14% expect to leave the business to a buyer.
The Kansas-based firm provides advice and education to participants of workplace retirement plans.
Aquantix's climate-risk models use artificial intelligence to assess physical risks for about 500 million residential and commercial assets.
At a time when investors are struggling with rising interest rates and falling equity values, Grubb Properties explains why multi-family residential real estate could offer an attractive alternative.
Vanguard lowered the account minimum for an institutional target-date fund, causing a migration from the retail TDF, leaving those who held onto it in taxable accounts with a big capital gains bill.
Ongoing discontent, worsened by the pandemic and tech shortfalls, has resulted in 15% of wirehouse advisers and 7% of independent advisers being 'at risk' of exiting their firms in the next two years.
An Investment Adviser Association survey shows that for the second year in a row, the SEC advertising rule is the top compliance concern.
Columbia Threadneedle analysts say that the U.S. might already be in recession and that the Fed might not need to raise the fed funds rate higher than 3%.
Alliant Wealth Advisors' qualified plans division will become a part of Savant’s retirement plan services division.
There have been exciting developments in terms of partner firms offering loans and equity options that can provide the capital advisers need to realize their business growth goals.
The acquisition of BT Wealth Management expands WA Asset's reach into Georgia.
These plan designs can help small-business clients save big on their taxes while building their retirement nest egg.
Starks Financial Group, which was founded in 1999, is based in Asheville, North Carolina.
The firm asked for a restraining order against 90-year-old Leonard Bernstein in Oklahoma County District Court Tuesday that would bar him from its offices and from any contact with former colleagues.
Jennifer Marcontell had been with Edward Jones for 22 years in Baytown, Texas.
Versus is a Denver-based alternatives firm managing approximately $6 billion in two funds.
The Certified Financial Planner Board of Standards Inc. issues 17 sanctions in its latest round of disciplinary actions.
The NightShares strategy involves buying the index at the end of the day and selling it every morning.
Leonard Bernstein is accused of shooting his 61-year-old colleague multiple times in an Oklahoma City branch office.
