Karen DeMasters

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Parents May Want To Write A Financial Contract With Their Kids

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Financial advisors can act as the mediator between parents and adult children when finances are an issue, says Voya.

Are Advisors Happy Or Unhappy With Their Careers? It's Both, Survey Says

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Most advisors would recommend an advisory career to college grads, but some are having second thoughts, a survey says.

Oxford Financial Group Adds New CIO

by PW Staff

Marcos Nogues will be in charge of long-term planning and investment management for the firm.

QMA Hires Marketing Officer

by FA Staff

The addition of Lee Shapcott is part of QMA’s global growth plans.

SEC Shuts Down Alleged $102 Million Ponzi Scheme

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Five individuals and three companies defrauded more than 600 investors nationwide, the SEC says.

Majority Of Women Still Let Spouses Handle Financial Decisions, Survey Says

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But divorcees and widows express regret at not having been more involved in financial matters.

New Jersey Advisor Paid Daughter’s Tuition With Elderly Investors’ Money

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He lured investors in by promising up to 18 percent interest on their money, the N.J. Attorney General says.

AssetMark Enhances Its Portfolio Creation Tool

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The improvements are designed to visually illustrate portfolio choices and outcomes.

Jay Leno Riffs On Fat Americans And iPhones

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The comic entertained financial professionals at the Pershing Insite18 conference with his wide-ranging humor.

Income Needs Will Force People To Work Into Retirement, Study Says

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Retirees with pensions are less likely to keep working in retirement, says a Hearts & Wallets survey.

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