Products and services geared toward baby boomers won't work for the younger generation, according to a presentation at the IMCA Private Wealth Advisor Conference in Chicago.
Geopolitical uncertainty, created in part by Brexit and the U.S. presidential race, is leading to “intense short-termism,” he says.
Three in five borrowers did not try or did not know how to figure out their future monthly payments, according to a new study.
Plus: BlackRock applies more low-fee pressure, the fallout from the falling pound, and don't work where you don't belong
The acquisition will expand the firm's ability to sell financial products through Jefferson National's network of 4,000 RIAs.
Should you claim Social Security now to avoid a Medicare premium hike?
Shift from focusing on investment returns to talking to clients about their goals.
Some fund share classes could be on the way out, according to a new report from S&P Global Market Intelligence.
Software firm is boosting compliance functions of its financial planning platform. <b><i>(More: <a href="http://www.investmentnews.com/section/fiduciary-focus " target="_blank">The most up-to-date information on the DOL fiduciary rule</a>)</i></b>
Plus: DOL rule puts advisers between clients and target-date funds, big dividend yields for those with a strong stomach, and companies lean toward auto-IRAs
Advisers let their true feelings come out in a conversation on Twitter during the first presidential debate Monday. Which candidate do you think won the battle?
Companies that raise dividends regularly often fare well when interest rates rise.
Firms that don't invest in tools to improve the client experience, such as those that allow for frequent interactions with the adviser, will lose out.
Mary Jo White says the commission is reviewing a staff proposal and could vote to move ahead with independent audits.
Michael Dechiario, Thomas Charmley, Thomas Soden, Dean Vetsikas and Stacey Robinson joined the firm Monday.
The 13-person team felt they would have more flexibility outside the Morgan framework.
Brian Latz, John Cicillini and Kenneth Cariota joined their new firm Sept. 1.
