More Sustainable Investments Are Beating the Competition
Barron's and Morningstar find that a growing percentage of sustainable funds are outperforming conventional funds.
Why Mutual Funds Are the Most Popular Investment for US Households: ICI
The mutual fund industry trade group reports that almost half of all U.S. households own mutual funds.
2018 Social Security COLA Is Biggest in Years
The cost-of-living adjustment for next year is the largest since 2012 and will affect more than 69 million Americans.
Oranj Launches Free Wealth Management Software Product for Advisors
The MAX offering includes model portfolios and funds from BlackRock, Direxion, Morningstar, ETF Securities and Frost Investment Advisors.
Families Saving More for College but Underestimating Costs: Fidelity
Fidelity's College Savings IQ survey also found that more families are using 529 college savings plans but many don't understand all the advantages.
Time Running Out to Fix Social Security, Medicare: BPC
Further delays could mean deeper cuts in benefits or increases in taxes or both, according to a Bipartisan Policy Center report.
Retirement Assets of Many Households Fell Between 2013 and 2016: CRR
The Center for Retirement Research reports that assets fell for households headed by someone age 35 to 54 and rose for older households.
Think 7% Returns Are Coming Back Anytime Soon? Think Again.
Two prominent investment strategists cautioned advisors about future gains in client portfolios at FPA’s annual conference.
GOP Tax Plan Won’t Do Much for Economy: Moody’s
It's a "boon for business, a wash for individuals" and does little to boost growth, says Moody’s analyst Mark Zandi.
How to Attract More Female Advisors and Clients
This challenge should be top of mind for financial advisory firms, according to some panels at this week's FPA annual conference.