Thursday, May 8, 2014

Fw: FA news: How An Ex-ICU Nurse Built A $1.4 Billion Advisory Firm

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From: Financial Advisor Magazine <fanews@fa-mag.com>
Sender: Financial Advisor Magazine <sherri@financialadvisormagazine.ccsend.com>
Date: Thu, 8 May 2014 13:49:43 -0400 (EDT)
To: <mainandwall@comcast.net>
ReplyTo: fanews@fa-mag.com
Subject: FA news: How An Ex-ICU Nurse Built A $1.4 Billion Advisory Firm

 

  FAN
May 8, 2014

How An Ex-ICU Nurse Built
A $1.4 Billion Advisory Firm

A former ICU nurse and stay-at-home mom, Susan Kaplan is now one of the country's top advisors. 

Housing Becoming Greater Burden On Seniors, Says Consumer Bureau

After a decade of easy money, the percentage of the elderly still paying off mortgages has soared, says the Consumer Financial Protection Bureau. 

CFP Board Promotes Former Merrill Exec To Grow Number Of Licensees

As head of marketing and corporate relations, Joseph Maugeri will focus on growing the number of CFP professionals. 

Effort To Make Comparing College Costs Easier Stymied By Congress

Congressional gridlock could imperil a new effort to make comparing college costs easier. 

SEC Finds Fee Violations At More Than Half Of PE Firms

The SEC says its examiners have found more than half of private equity firms have violations of fee laws.  

Backlash On Rising Drug Prices Led By Cancer Doctors, Insurers

The backlash over surging drug prices is starting to take hold. 

Christie Poised To Match Record
For N.J. Bond Downgrades

Chris Christie could match the number of New Jersey bond downgrades under former Democratic Governor James McGreevey as ratings companies balk at revenue forecasts. 




          


        
Former Fed Vice Chairman Alan Blinder says the U.S. economy would have grown a whole percentage point faster if the country had maintained government spending over the last four years instead of cutting it back.       

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Evan Simonoff:  

Gundlach Sees 30% Odds Of New Lows In Interest Rates, More Deflation Possible

Five years into the global QE experiment, the growing consensus is that it has been partially successful. Color DoubleLine CEO Jeffrey Gundlach skeptical.  

Don Connelly:  

Everybody Loves A Storyteller

Good storytelling helps convey your message and gives clients a look at who you really are.     


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Dorothy Hinchcliff, Editor, FA Online
dhinchcliff@fa-mag.com  |  732.450.8866 x17
 
Sandra Croce, National Digital Advertising Director
scroce@fa-mag.com  |  732.450.0193

 




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