It may not be long before advisers are sending clients a personalized video each quarter that reviews portfolio performance. The technology to customize videos without much effort is increasingly available.
A scandalous lawsuit, new data on the growth of independent firms, and the rest of this week's must-reads
<i>Breakfast with Benjamin:</i> What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.
<i>Breakfast wtih Benjamin</i>: The case for reducing fixed income exposure gets more vivid, markets react to Pres. Obama's 'no strategy' remarks regarding ISIS, another perspective on income inequality, and more.
The question is one advisers are likely to hear more often. The answer depends on a person's financial needs, life expectancy and access to other assets.
Replaces Maliz Beams, who resigned last October
Most people benefit from a delayed claiming strategy, but there are always exceptions
Retirement security a top concern for states discussing options for workers whose companies don't offer plans.
Digital retirement adviser NextCapital wins financing from Russell Investments
New combinations with J.P. Morgan Retirement Plan Services and Putnam Investments gives the firm broader market access.
No premature endings: the story of the stripper and the oli tycoon continues after 19 years
Jerry Schlichter says 401(k)s &mdash; and the 401(k) retirement complex &mdash; need to retool so they work primarily in the best interests of American savers.
While still figuring out how to use mobility in their practices, advisers are indicating mobile CRMs are here to stay.
In today's <i>Breakfast with Benjamin</i>, Warren Buffett's fails to put his money where his mouth is, Canada finds a sensible way to stop corporate inversions, the Fed pushes rate-hike rumors out to the end of next year, and more.
SEC scores court victory involving wrap account fees and is making them a priority in exams
With a $400 billion penthouse on offer, the principality is increasingly popular among the uber wealthy.
There are more than 2,700 "rules" around claiming Social Security benefits and most of them can be broken
Financial advisers conditioned to expect average loans of six figures as competition keeps firms ponying up for top talent.
UBS' plans to cut 75 sales assistants comes as firms including Morgan Stanley target new profit margin goals for next year.
