Thornburg Urges Advisors to 'Retire Retirement'
As the idea of retirement evolves, Thornburg Investments created an informational packet for advisors to help clients reshape their retirement expectations.
Americans Would Rather Talk About Sex or Death Than Retirement
A study from Northwestern Mutual found that more than two in five Americans have not spoken to anyone about their retirement.
Micro-Investing App Lets Users Invest Spare Change
The app, Acorns, has no minimum account balance and uses ETF portfolios designed with the help of Nobel laureate Harry Markowitz.
What to Expect When You’re Expecting … a Rate Hike
The endlessly discussed, yet-to-happen but highly feared Fed interest rate hikes are likely to be far more benign than investors imagine, Northern Trust says.
Wells Fargo, U.S. Trust, Raymond James Add Teams From Rivals
Plus, a wealth group of five advisors affilates with LPL Financial in Wisconsin.
SEC Tightens Rules on Credit Rating Agencies, Asset-Backed Securities
“ABS issuers and rating agencies will be held accountable under significant new rules governing their activities," said SEC's White.
4 Secrets to a Value Proposition That Lands Clients
Most investors say advisors all sound alike, Pershing found. Here's how to make your value proposition — your first impression — a memorable one.
Treasury’s Crime Unit Floats New Customer ID Rules for BDs, Mutual Funds
Meanwhile, FinCEN continues to work with the SEC on anti-money laundering rules for advisors.
9 Worst States for 401(k) Plans
While any company can design a better plan no matter the state it's in, the trends are nonetheless telling.
Investor Confidence Ticks Up, Indexes Show
Outlooks for the economy and labor market have either improved or roughly stayed the same throughout August, three major confidence measures show.