Displaying 170 results
Goldman offers DC plans an alternative with fund
In the latest effort to address some of the asset allocation challenges and missteps seen on most employer-sponsored…
What if your best clients don’t know what you’re talking about?
Younger investors feel overwhelmed by financial choice and think that financial products are too complicated
Presidential debate: Obama 0, Romney 1
For the most part, I like Barack Obama. I went into last Wednesday's debate between the president and…
John Mauldin on the future of the advice business
Combining his thoughts on matters financial with the thinking of economists, strategists, investment managers and a passel of others he finds interesting, John Mauldin has built a business based on ideas.
Muni group fights for tax exemption
Several market participants are forming a coalition to lobby for the retention of the tax-exempt status of municipal…
The Hartford makes 180-degree turn with reorganization
The recession has forced a makeover of sorts at The Hartford Financial Services Group Inc., where financial advisers…
Romney’s ‘I dig it’ trust sealed his 14% tax rate
In January 1999, a trust set up by former Massachusetts Gov. Mitt Romney for his children and grandchildren…
Why LTC insurance is a better bet for women
Longer life expectancy, coupled with unisex policy pricing, boosts the value proposition for female clients
Americans’ financial plan? Not planning
Majority of citizens fearful of losing money, confused by investments; trust lacking
Why and how to create customized advice
Since a majority of affluent younger investors believe advisers give then generic advice, here's what to do to convince them otherwise
Secret weapon for maxing out Social Security? Your spouse
With the right elections, married couples can dramatically up their payouts
With global wealth shift, ‘there’s always a bull market somewhere’
Fidelity's Simnegar sees huge investment opportunities in decline of developed markets, rise of emerging ones
The 3% gap
Gen X and Gen Y like the safety and transparency of banks – and they think they're earning 3.3%.
‘Roadmap’ a boon to investors
Most of the reaction to presumptive Republican presidential nominee Mitt Romney’s decision to tap Rep. Paul Ryan as…
Your mother’s marketing wisdom
A simple handwritten note can be a powerful marketing tool.
Are retirees better off than we think? Data says yes
Agency bulletin notes that key government report doesn't count IRA, 401k distributions.
WinnING team: NYC girls
When underprivileged girls are introduced to financial literacy and basic investing principles, the outcome includes some respectable investment…
Networking helps to land female clients
Female investors are an attractive client base for financial advisers, but reaching out to those prospective clients requires…
