The Latest

  • Plus, the average employee contribution rate reached 8.8% in the second quarter, up a full percentage point from a decade ago.

    August 21
    A bottle of Taittinger champagne sits in a bucket of ice at the London Boat Show in London, U.K., on Friday, Jan. 6, 2017. Boats are getting greener, lightweight materials such as composites and glass make for sleeker designs and more efficient fuel consumption, Boat International magazine Chief Executive Officer Tony Harris said during an interview. Photographer: Chris Ratcliffe/Bloomberg
  • Dermot McCauley is vice president of platform product marketing at Kofax.

    August 20
  • These clients will need bigger savings than other age groups to fund a longer retirement horizon, according to a study.

    August 20
    Cerulli Associates data (2017) millenials, generation x, baby boomers, silent generaton
  • Ed Ligonde is a partner and market director at Nava Benefits.

    August 20
    Ed Ligonde
  • An executive vice president and chief credit officer for Fannie Mae until the late 1980s, Edward Pinto has done groundbreaking research on the role of government housing policies in the lead-up to the financial crisis. In particular, his data have revealed striking facts about the contributions of housing policy to the mortgage crisis. Two of his major research papers have been submitted to the Financial Crisis Inquiry Commission: "Government Housing Policies in the Lead-up to the Financial Crisis: A Forensic Study" and "Triggers of the Financial Crisis." Currently a housing-finance-industry consultant, at AEI Mr. Pinto is continuing his work on the role of housing policies in the financial crisis and researching policy considerations and options for rebuilding our housing-finance sector.Previous experience also include: President and CEO, Courtesy Settlement Services LLCConsultant to the Housing-Finance IndustryPresident and CEO, ICBA (Independent Community Bankers of America) SmartLender LLCExecutive Vice President and Chief Credit Office; Senior Vice President, Marketing and Product Management; and Vice President, Negotiated Transactions Fannie MaeCapital-Markets Program Manager and Senior Legal Counsel Mortgage Guaranty Insurance CorporationGeneral Counsel and Staff Attorney Michigan State Housing Development AuthorityHe holds a J.D. from Indiana University School of Law and B.A. at University of Illinois.

    August 20
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  • CEO Jamie Price unveiled a three-part “advisor appreciation program” after Reverence Capital closed on a majority stake of the IBD network.

    August 20
    Advisor Group 2018 revenue
  • Charles Bonello is the CEO and co-founder of Vivvi.

    August 20
    Charles Bonello
  • The Anthony Bunnell addition comes amid expansion of the firm’s its retirement plan business this year.

    August 20
    Morgan Stanley agreed to sell a business that administers its alternative investment feeder funds to iCapital, a financial-technology firm run by a former Goldman Sachs banker.
  • As the season comes to a close, check out these recommendations for advisors and clients.

    August 20