Boomers’ Newfound Freedom Changes How They See Home
Around age 61, boomers say they feel more freedom to live wherever they wish than they did when they were younger.
Is Crowdfunding the Great Investment Equalizer?
The collaborative nature of crowdfunding can be ideal for some investors, particularly women. And there's room for advisors to help.
On Social Media, Cut Through the Compliance Clutter and Connect
Hootsuite talks with pros in regulated industries about the challenges standing between their social media presence and forging deeper client connections.
Are Boomers Ready to Retire? It’s Complicated
Boomers are heading into retirement with some trepidation, according to a report from Jackson.
For Aequitas Capital, Small Firms Are the Sweet Spot
For firms too large for an SBA loan and too small to attract private equity, Brian Rice says Aequitas Capital has a solution.
3 States That Shuttered Pension Plans and Paid for It: NIRS
A National Institute on Retirement Security analysis shows that switching from pensions to DC plans might not fix underfunding problems.
Top 20 Countries for Retirement Security: 2015
The U.S. keeps its spot near the bottom of the Natixis rankings for the third year running.
SEC Busts 3 Advisors for Falsifying State Registrations
The three firms claimed they did business in Wyoming, an unregulated state, while maintaining offices elsewhere, the SEC says.
Why Sorting Clients by Age, Gender Is a Mistake
There are much more effective ways to segment your client base to better meet every individual's needs.
2 Big Reasons Breakaway Brokers Have a Bright Future: TDAI’s Dorsey
Retention packages are expiring en masse, and clients are leaving wirehouses, sales director Pete Dorsey says. There are two ways an independence-minded advisor can proceed.