Puerto Rico Bonds May Be Hiding in Your Clients’ Portfolios
Investors in muni bond funds or ETFs may have exposure to those bonds, now trading around 64 cents on the dollar, without even knowing it.
12 Countries With Most Millionaires 2015: World Wealth Report
A peek at where the wealthy live through Capgemini and RBC Wealth Management's annual report on HNWIs.
Sustainable Investing: No Longer a Backwater
The great majority of investors want their money to have a positive social impact, but advisors lag in meeting that need.
Does Gay Marriage Ruling End a Financial Planning Niche?
The workarounds that advisors in many states created to provide same-sex couples with legal benefits now must be unwound.
Millennials’ Charity Strongly Influenced by Co-Workers
Millennial employees were 46% likelier to make a donation if a co-worker encouraged them to do so, a study found.
4 Steps to Transfer Deceased Parents’ Brokerage Assets: FINRA
After taking a flood of calls from children of deceased parents on its new senior helpline, FINRA issues an alert on transferring brokerage assets.
Expat Groups Rage Against FATCA, Election-Season Style
In a poll by deVere Group, nearly half of U.S. expats said they'd vote for a presidential candidate who promised to repeal FATCA.
The Diagnosis Is In: ‘Investor Hypochondria’
“The Investor Who Cried Risk” could be the title of today’s investor sentiment, Allianz Global Investors says.
5 Ways to Cement Relationships With Client Couples
When only 16% of advisors to couples know the wife's expected retirement age, as a TIAA-CREF survey found, it's no wonder widows often fire them.
5 Timeless Financial Lessons for Father’s Day
It wasn’t your first bike or baseball glove, but Dad’s nontangible gifts that did the most to get you to where you are today.