The Social Security program is approaching insolvency, and the demographic to be hit hardest by any reduction in benefits will be women, who tend to earn less, claim benefits earlier and outlive men. » Read More
By: Andrew Osterland
As the nation's financial advisors start to age out of the workplace, the industry is facing the fact that the number of graduates from university and college financial planning programs won't come near to replacing them. » Read More
By: Annie Nova
Internships for professionals, many middle-aged, who've taken a break from the labor force are becoming more popular at financial advisory firms. » Read More
Just how viable are collectibles as an asset class for the average investor? Should financial professionals advise clients to sink hard-earned cash into hard goods as investments? » Read More
The traditional S&P 500 index fund may not work for you if you want to invest with environmental or social causes in mind. But themed index funds might be worth a second look.
With premiums skyrocketing on insurance policies designed to cover long-term-care costs, financial advisors are turning to a variety of other options.
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.
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.
Socially responsible investing has exploded across the globe and interest in it has never been higher. But there is a real chance the business and financial communities will let slip opportunities to fully capitalize on the demand.
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.
From leasing to buying, charging costs to tax credits, here's what you should know if you want the most popular electric vehicle on the market.
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.
In an innovative addition to the Tax Cuts and Jobs Act, 8,700 low-income census tracts called Opportunity Zones could benefit investors with unrealized capital gains to sell existing investments and re-invest those gains in high-poverty areas.
Tax-loss harvesting gives investors a silver lining if they have realized losses
An inaugural competition challenged MBA students to come up with investment portfolios that have a positive social and environmental impact without sacrificing financial returns. The contest could point to where the industry is headed.
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.
Many in the #MeToo era want to see women gain equal footing in corporate America. These funds aim to help you do just that.
The rise of climate skeptic Donald Trump to the U.S. presidency ironically has resulted in a rapid increase in interest and adoption of impact investing and other types of values-based investing.