Lisa Shidler
Investors are eating out and buying clothing less often, but they are more open to buying financial and technology stocks, according to a new study.
The slumping economy is causing even state and local government employees, who typically get traditional fully loaded pensions, to hold off on retirement, according to a survey released today.
A newly formed organization, Metro-New York Philanthropic Advisors Network, has been developed for advisers, other financial leaders and high-net-worth clients to network and share stories about philanthropic giving.
Declining endowment values are leading many small family foundations to question their future.
Today's scant interest yields and sharply lower equity values are making a little-used estate planning vehicle more attractive to high-net-worth clients.
In an effort to encourage people to continue to take its courses amid the economic downturn, the College for Financial Planning has cut the cost of one of its most popular courses by more than half.
Longtime insurance and annuity expert Jerome “Jerry” S. Golden, president of the income management strategies division and a corporate vice president of MassMutual’s retirement income division, is retiring.
The Affluent Investor Index rose nine points in April, bringing it to the highest level since August 2008, Chicago-based Spectrem Group announced today.
Nearly four out of 10 Americans — or 39% — said they expect it’ll take at least three years to recover the value of their retirement savings that were lost in the downturn.
The two largest organizations of financial planners are looking at ways to give members discounts on several kinds of insurance.
