DIY Investors Are Missing Out: Northwestern Mutual
Two-thirds of Americans in a survey lack financial advice, often because they think they can't afford it, Northwestern Mutual says.
5 Ways Advisors Can Win Affluent Millennials’ Affection: LinkedIn
A new study from LinkedIn examines what affluent millennials are looking for in a financial advisor.
How to Stop Clients From Ruining a Vacation Home Purchase
Sarah Halpin of Wells Fargo says that when a client wants to buy a vacation home with friends, the experience can become a huge headache.
Sticker Shock: 71% of Parents Say College Is Too Costly
“College is absolutely necessary but at the same time unaffordable,” says Brian Schwartz, an HSBC financial advisor.
Affluent Investors Prefer Human Advisors—With a Catch: Wells Fargo Survey
Advisors "need to look for ways to have technology complement and augment their relationships with clients," says Joseph Nadreu of Wells Fargo.
6 Steps for Advisors to Get More Clients
Eager to raise its profile as an advisor custodian, Scottrade is offering a series of workshops on business development.
Want to Work in Retirement? You May Be in for a Surprise
"Retired" boomers who want to keep working have unrealistic expectations about pay and flexibility, a Bankers Life survey found.
Democrats Float Bill for Free Community College
The bill, based on an Obama proposal, is intended to save students an average $3,800 in tuition and fees annually.
FSI Pushes Investors to Weigh in on DOL Fiduciary With New Microsite
While FSI advisor members have been sending thousands of letters, the site will give retail investors "a voice in Washington," says FSI's Brown.
Are Flat Fees Really Better for Clients—or for Advisors?
When someone explains something to me starting with statements that strike me as patently ridiculous, I tend to discount the rest of their thinking.