Advisors’ Dilemma: Investor Expectations vs. Market Reality
Natixis study finds a quarter of advisors plan a big change within 3 years due to client expectations, regulatory pressure.
30 Best & Worst Cities for Real Estate Investment
Rising home prices might spell bad news for buyers, but they are a boon for investors looking to participate in the real estate market.
Schwab DAF Clients Gave $1.2 Billion to 56,000 Charities in FY2016
For the second consecutive year, Schwab Charitable distributed over $1 billion in charitable grants on behalf of its DAF account holders.
As U.S. Workers Struggle With Retirement Planning, Most Yearn for Advice: Transamerica
Baby boomers, Gen Xers and millennials face separate but significant challenges when it comes to saving for retirement.
Advisors Get More Time for Clients When Outsourcing Investment Management
Northern Trust survey shows financial advisors who use third-party managers have a highly positive view of outsourcing.
DOL Fiduciary Rule’s Cost for 9 Investment Advice Players: From IBDs to RIAs
A.T. Kearney study sees big asset shifts across formats with IBDs getting walloped.
Top 5 Money Habits of Happy Couples: Ameriprise Study
While 68% of couples say they communicate well about their finances, 31% admit they argue about money at least once a month.
Financial Services Firms’ Reputation Still Shadowed by 2008 Crisis
The 2008 financial crisis continues to shape negative consumer views of the financial services firms.
Active U.S. Equity Funds Bled Cash in August: Morningstar
Active U.S. equity funds continued to hemorrhage assets in August while their passive counterparts persisted in performing well.
Many Advisors Don’t Understand How to Mitigate Cybersecurity Risks
While most financial advisors say cybersecurity is a top priority, many do not feel they are fully prepared to manage and mitigate this risk.