Dorothy Hinchcliff

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Boomers: We're Not Moving

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Contrary to popular belief, the mass exodus of baby boomers from their big suburban single-family homes hasn't happened.

Merrill Lynch Advisors Learn ABCs Of ESG

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If you still wonder whether it's worth talking to clients about values-based investing, consider what Merrill Lynch is doing.

'Youngest African-American Hedge Fund Founder' Gets Prison Term

by FA Staff

Frederick Douglas Scott taught a finance course to other inmates before being sentenced on Tuesday to 63 months in prison.

Morningstar Acquires ByAllAccounts For $28 Million

by FA News

Morningstar Inc. announced today it has acquired ByAllAccounts, which aggregates data for financial advisors and many others, for $28 million.

Sifma Says 'No' To CARDS

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The industry organization that represents hundreds of broker-dealers, banks and asset managers is the latest big player to oppose Finra’s plan for a massive system that would collect sensitive data...

Some States Make It Harder On Retirees

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A handful of states score particularly low on two key factors that your affluent clients may deem important if they consider moving to a new place when they retire.

The 12 U.S. Locations Least Desirable For Future Retirees

by FA Staff

Look out, Florida. Eleven states plus the District of Columbia may cause the most economic pain for future retirees, says a new national report.

Former BofA Broker Gets 10 Years In T-Bond Scheme

by FA Staff

A former Bank of America broker has been sentenced to 10 years in prison for enticing investors to give him money that he said he would put in U.S...

SEI Partners With Tech Firms On Integration

by FA Staff

Four companies well known to financial advisors are integrating their services, resulting in a CRM system, a financial planning tool and custodial platform working together.

Schwab Launches Major Low-Cost 401(k) ETF Platform

by FA Staff

It includes about 80 index ETFs from major players and is one of the first 401(k) programs to make ETFs the core investment.

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