Hilary Johnson

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RETIREMENT RETIREMENT PLANNING JAN 17, 2010
Utah goes even lower, cuts fees on 529 plans

Utah announced modifications to its Section 529 college savings plan today, including lower fees on some investment options and more flexibility in asset allocation.

NEWS INDUSTRY NEWS JAN 08, 2010
Financial sector sees first job gains since July '07

One bright spot in today's disappointing jobs report was the fact that the financial-activities sector of the economy added jobs for the first time since July 2007.

NEWS INDUSTRY NEWS JAN 05, 2010
Study gives 529 plan marketing a failing grade

The college savings market will more than double in the next five years, but Section 529 plans still have much further to go to gain a meaningful share of the market, according to a study released today by Financial Research Corp.

RETIREMENT RETIREMENT PLANNING JAN 03, 2010
Remembering a life of passion

If there is one word to describe Donald Robert Pitti, the financial planning pioneer who died Dec. 18 at the age of 80, it would be “enthusiasm.”

INVESTING FIXED INCOME DEC 31, 2009
RS Investments launches three fixed-income funds

RS Investments, a San Francisco-based investment management firm, launched three new fixed-income funds today to offer retail investors and financial advisers more options in a shifting economic scene.

RETIREMENT RETIREMENT PLANNING DEC 30, 2009
Underserved market for advisers? Women

Advisers have a real opportunity to serve the needs of clients who are saving for retirement — especially women.

NEWS RIAS DEC 20, 2009
RIAs dive deeper into alternatives, brokers still testing the waters: Survey

But use of commodities and absolute-return strategies appears to be universal, according to a survey from Rydex Distributors

YOUR PRACTICE PRACTICE MANAGEMENT DEC 06, 2009
Interns can make the leap to professional level with coaching

More than a dozen years later, Ryan Huey still remembers cornering the father of a college classmate and asking him for a summer job.

YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2009
Cincinnati shuffle: Mark Man jumps from Reds to MSSB

When it comes to providing financial advice to athletes, Morgan Stanley Smith Barney is relying on a little inside baseball to gain an edge in this ultra-competitive sector of the wealth management market.

RETIREMENT RETIREMENT PLANNING NOV 13, 2009
Survey: Women prepare kids for college, but leave the financial planning to others

While women take the lead role in households in preparing children for college academically, many still leave the financial planning process in the hands of their spouses, according to a survey released this week by OppenheimerFunds Inc.