Advisor Clients Bask in Glow of Financial Confidence: Study
Americans who work with a financial advisor not only feel well-prepared for retirement, but are also more financially confident overall, according to Northwestern Mutual.
Advisors’ Top-of-Mind Concerns? Not Inflation
Advisors are not much concerned about inflation these days, but perhaps they should be.
31 Worst Paying College Majors: 2017
ThinkAdvisor narrowed down PayScale’s ranking of 336 majors and found that helping people can be a financially thankless job.
Millennials Are Top Savers, but Not for Retirement
For a majority of millennials, saving no longer has a retirement focus; it’s about financial freedom.
Betterment for Business Adds Ex-DOL Official to Advisory Board
A former BlackRock retirement strategist is also joining the advisory board of the firm's 401(k) division, and both newcomers are women.
Trump Signs Resolution Abolishing State Run Auto-IRAs
H.J.Res 66 stops states from establishing retirement accounts for private-sector workers who don’t have retirement plans at work.
From ‘Pedestrian’ to Personal: Giving Clients What Wirehouses Can’t
Cardan Capital, founded in part by ex-lawyers, broke away from Merrill and now helps women going through life transitions.
Amy Florian — Leading Through Loss: The 2017 IA 25
Amy Florian’s road to becoming an expert on grief and transition started with her own loss.
For DOL, Killing Fiduciary Rule Easier Said Than Done
Delaying the DOL fiduciary rule is not impossible but it might face legal challenges depending on how it's done.
Aflac Finally Follows Peers in Placing Wager on Private Equity
The company's chief investment officer wants to put 2.5% of the assets in growth investments.