Firms Prepping for Climate Change Have Higher ROE: Study
Those S&P 500 firms showed higher ROE and lower earnings volatility, according to a report released Tuesday by CDP.
Health Trumps Financial Security for Retirees
Good health is more crucial to a happy retirement than financial security or family and friends, according to a study by Merrill and Age Wave.
Add Life Insurance to Your Wealth Transfer Toolkit, Saybrus Urges
The life insurance consultant makes the case for how its product can provide efficient, stable income for beneficiaries.
Why Alt Investments Are Luring Investors: Hatteras
The alt investment firm's new paper, “Defining Liquid Alternatives Investments,” shows advisors how they can use alternatives to diversify their clients’ portfolios.
Gen X, Y Lack Investing Direction
Advisors who have focused their efforts on boomers’ retirement needs should make sure they’re not neglecting Generations X and Y.
Morningstar, Redtail Partner on Enhanced User Interface
Redtail Technology is integrating Morningstar’s proprietary research on its platform.
2014 Broker-Dealers of the Year—Scenario 4: Women and the Aging Advisor
The Broker-Dealers of the Year explore how they bring in younger advisors and female advisors, and how the aging advisor workforce can be reversed.
2014 Broker-Dealers of the Year—Scenario 3: SEC Imposes Fiduciary Standard on Reps
How would top BDs handle this scenario? "In many ways," says Eric Schwartz of Cambridge, "we're in a fiduciary world already."
15 Worst Cities for Retirees
Looking for a place to retire? Put these cities at the bottom of your list, WalletHub says.
SEC Charges Firm With Fraud Over Undisclosed Mutual Fund Deal
Houston-based Robare Group was charged with fraud on allegations it received about $440,000 in eight years from a pact with a broker.