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.
Farmland: An Increasingly Popular Alternative Investment
A report found that more investors are buying agricultural/farmland assets to diversify and profit from growing global demand for food.
Top Portfolio Products: First Trust, Amplify and Van Eck Introduce ETFs
New ETFs include sector and dividend-paying stock funds as well as municipal bond funds.
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.
How Your Client's Feelings Can Improve Your Leadership Style
Survival depends on our ability to trust one another, Simon Sinek said during the closing keynote at the eMoney Advisor Summit.
Ex-New York Governor, Music Producer Caught in SEC Action
Three executives were charged with defrauding investors in a purported project to construct the largest movie studio in North America.
Harvard’s Endowment Loses Nearly $2B in Latest Fiscal Year
The prestigious university just reported its worst performance for its endowment since 2009, with timber assets underperforming.
Wells Fargo Indie Channel Picks Up 6 Reps From Rivals
The advisors move to the firm with over $500 million in client assets from UBS, Bank of America and other broker-dealers.
Client Focus, Organic Growth Crucial to Advisor Success: eMoney Summit
Fidelity’s Mike Durbin says that in the “fragmented” financial services industry, client-centric firms that can grow organically will be the winners.
We Will All Be Cyberattacked, Ex-FBI Cybercrime Agent Says
The odds of a person suffering a cyberattack are “pretty much 100% at this point,” said a former FBI agent at the eMoney Advisor Summit.