Gen Y Wants It All, and They’re Willing to Pay for It
Young investors seem to have a “you get what you pay for” mentality, according to a recent report from Corporate Insight that surveyed retail investors at full-service brokerage firms.
Raymond James Adds 8 Advisors; Margaret Towle Joins Merrill
RJ adds advisors from largest credit union in Oregon, while Wells Fargo adds reps in Connecticut and Texas. Formerly of HighTower, Margaret Towle joins Merrill in Washington state.
Money Anxiety Index at 6-Year Low: The Implications for Advisors
Advisors who want a better grasp on financial confidence should be looking at what people actually do with their money, not just what they say.
4 Experts Make 11 Predictions on Stocks, Economy for 2015
Wary optimism, not great expectations, pinpoints the outlook for stocks in 2015, top equity strategists say.
Fixed Indexed Annuities to Hold ‘Bright Spot’ in 2015
Fixed indexed annuities and immediate and deferred income annuities are showing “strong growth,” says the IRI's Cathy Weatherford.
4 Biggest Changes to IRAs in 2015
If you’re working in the IRA space, you need to know the four most important changes that will take place in 2015.
5 Key Economic Trends for 2015: SIFMA
Rise in GDP, a lower jobless rate and oil prices that remain low in the forecast.
30 Best Big 401(k) Plans: BrightScope
These $1 billion-plus 401(k) plans saw higher participation, deferral rates and average balances in 2014.
Genworth Named Best for LTC and Life Insurance Service: Dalbar
Genworth was ranked first for the high quality of service in long-term care and third for the quality of service provided to life insurance policyholders.
Investors Say No to FINRA’s CARDS Plan
"Data from this survey reveals that investors have serious concerns about the CARDS proposal and the risks such a system could pose to their privacy," says SIFMA CEO Bentsen.