How Behavioral Finance Can Boost Goals-Based Investing
Brinker Capital’s new investment solution uses behavioral finance to structure portfolios that get clients to their goals while managing volatility.
DC Plan Sponsors Focus on Fees
Two studies released by Cogent Wealth found an increased focus on fees in defined contribution plans.
How to Attract and Keep the Next Generation of Clients
One perhaps surprising finding: Millennials tend to work with older advisors. But experience alone is not enough to keep them happy.
Eurozone Troubles Make US Bonds Look Cheap
Investors are looking at the relative rather than the absolute value of bonds, the co-managers of the Osterweis Strategic Income Fund wrote in their October outlook.
United Capital Acquires FlexScore Creators Valley Wealth
United Capital said Thursday that it has acquired Valley Wealth, an RIA based in California, that has $320 million in AUM.
Almost Half of Boomers Think Retirement Plans Are Free
Almost half of boomers think they don’t pay any fees in their retirement account, according to a survey released Monday by Rebalance IRA.
Millionaires Are Giving Back, but They’re Not Happy About It
Many philanthropists are unsatisfied with the impact their time and money have on the causes they support.
10 U.S. Companies With Lowest International Tax Rates
WalletHub recently released an analysis of taxes paid by the 100 largest firms and found S&P 100 companies pay about 22% less abroad.
After DOMA, Financial Planning Still a Challenge for Same-Sex Couples
More and more states have struck down gay marriage bans, but uniformity in benefits is still a long way off.
Financial Abuse Starts With Friends and Family, Not Strangers
Americans think they have a clear idea of where financial abuse against seniors starts, but they are wrong, a survey from Allianz Life found.