Investors who have avoided the market or had a liquidity event have some things in common regarding investing readiness — or lack thereof. » Read More
By: Jeff Magson, executive vice president/client experience officer of 1st Global
When considering a fee structure, advisors should take stock of the overall client experience they provide to all tiers of clientele. » Read More
By: Jim Pavia
Author and life coach Tony Robbins and his colleague Peter Mallouk have some advice for President Trump — about taking advice. » Read More
Recency bias, the tendency to think trends recently observed will continue, can lead investors to make poor decisions on long-term goals.
Too many employees hold on to restricted stock units after they vest—and fall into the trap of concentration risk.
Many consider municipal bonds a safe bet, but it's key to understand the different types of munis and the ability of an issuer to pay.
A look at five infamous family financial feuds where notables were either accused of gold digging or suffered scam attempts themselves.
Many financial advisors claim to offer 'customized' portfolio services, but most don't have the resources to truly deliver on the promise.
No one likes to ponder their own demise, but there's no excuse for not having a current estate plan to ease the way for heirs and caregivers.
Financial advisors, slow to use automated wealth management technology for client benefit, risk losing important millennial mind share.
Washington wants to expand the definition of a fiduciary to include a wider range of financial services providers, sparking debate.
Stock buybacks have been great to investors, but there comes a time to focus on companies spending money on R&D, and that time is now.
Much is written about women lagging in financial know-how, but many professional women get a lot right when it comes to their finances.
People are living longer and staying in the workforce well beyond age 65, forcing advisors to come up with a new retirement-planning model.
As the younger, digital set creates families with greater financial complexity, will they still trust a robot to manage their money?
Constant rumors of rising rates has left many investors complacent about very real warning signs that the bond market is getting riskier.
For financially stressed Gen Xers, advisor Tim Maurer offers four maxims to help 30- and 40-somethings find security and happiness.
Contrary to negative stereotypes, millennials are a caring, savvy generation to which advisors would be wise to tailor marketing efforts.
Many people insure belongings but neglect to protect against a loss of their greatest asset—income—with disability insurance coverage.
Teaching children responsible financial habits takes a lot of planning and a little bit of faith but leads to great rewards for all.
Millennial women are more educated, wealthy and independent than their elders, so advisors would be wise to roll out the red carpet.
Traditional advisory firms that use robo-advisor technology offer the best option for investors in reaching long-term financial goals.
A new law now allows workers to invest 401(k) funds in pension plans, but savvy investors may want to steer clear of the new scheme.
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