It turns out that Jasen Snelling, the Cincinnati man who was sentenced Tuesday to
The Biz Courier’s beat reporter Steve Watkins
However, the overperforming fund was underfunded -- it had reportedly reached just $12 million in assets by 2000 – and closed a few years later.
But, according to Watkins, one of Snelling’s comments back then proved ironic now.
“We’re trying for the consistency to beat the S&P 500 every year,” he said, after the fund beat the S&P 500 in 1998 by 13 percentage points.
Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.
