Two U.S. senators criticized $4 trillion in share buybacks from 2008 to 2017. It is important to understand this cash did not vaporize, nor did it benefit just a handful of people. Rather, it was used to positively impact the U.S. economy overall. » Read More
By: Darla Mercado
Annuities are a long-term play for both the client and the advisor. Think about these key considerations when you recommend a fixed, variable or indexed annuity to an investor. » Read More
Only 15 percent of financial advisors specialize in niche clients but they account for a third of advisor assets. A look at five niche practice areas. » Read More
By: Lorie Konish
As cyber threats abound, everyone from large financial firms to individual advisors need to make sure they have done everything they can to guard against a breach. » Read More
On the heels of the Great Recession and with the recent change in the tax law, demand – and pay – for financial advisors have risen steadily — until now.
Some investors might be worried about how a trade war with China would impact their savings. Here's what financial advisors can telll them.
By splitting investors into two categories based on general investing attitudes, researchers found other points of agreement within the groups.
Social Security's current and future beneficiaries deserve better than a symbolic month each year. They deserve a predictable program that can be relied upon, one that is on sound financial footing.
Tax-loss harvesting gives investors a silver lining if they have realized losses
More financial advisors are helping their clients with Social Security. The decisions are a lot more complicated than whether to file earlier or later.
Financial services providers are uniquely positioned to change the conversation around literacy and address the elephant in the room: the "money talk" taboo.
Most advisors lack a formal plan to ensure that when they leave the business their practice will continue and clients will be taken care of.
Unless the inequitable lack of access to private markets is addressed, retirement savers will continue to be deprived of the ability to participate in high-growth business models and feel markets operate for the benefit of well-connected "insiders."
Today's volatile financial market is heightening investors' anxiety, in turn threatening retirement accounts and portfolios and depleting investor brain power. Here are 5 ways to get a handle on destructive stress.
The reality is that Social Security can be secured for future generations only by legislation passed by Congress to increase funding or change benefits. However, Social Security is not a hot-button issue for many millennials.
Whatever your hustle, one of your key responsibilities is to make sure your business has a solid financial foundation, especially around taxes. Here are five tips for business tax fitness.
The Wall Street firm is arming its financial advisor force with a platform through which they can manage all of their technology tools.
Scott Black, value investor and president of Delphi Management, discusses if value stocks are making a comeback.
Everyone wants to succeed and save for a secure retirement, but many of us keep — and even cultivate — bad money habits that will derail our financial future. Here are 9 bad habits to kick now.
Avoid buying investments that have risen too much, and when markets go down, don't sell investments that are not doing well. Why? Because we tend to overreact. Here's how to conduct yourself during anxiety-inducing market gyrations.
Louis Barajas is founder and CEO of Wealth Management LAB, a fee-only firm specializing in the entertainment industry.
Sophia Bera, founder of Gen Y Planning, has been named one of '10 Young Advisors to Watch.'
Douglas Boneparth is president of Bone Fide Wealth, a Manhattan-based wealth management firm focusing on millennials, young professionals and entrepreneurs.
Executives reflect on their own “Make or Break” moments, sharing how they have made key decisions, who they turn to for advice and what they would have done differently.
Rising Risks looks at the real estate impact of rising tides and increasingly extreme weather.
A look at 50 private companies set to reshape the business landscape.
Two U.S. senators criticized $4 trillion in share buybacks from 2008 to 2017. It is important to understand this cash did not vaporize, nor did it benefit just a handful of people. Rather, it was used to positively impact the U.S. economy overall.
Annuities are a long-term play for both the client and the advisor. Think about these key considerations when you recommend a fixed, variable or indexed annuity to an investor.
New tools let you better monitor your home's water and energy usage, even when you're far from home.