Avoid Assumptions—Especially About Family Members’ Roles
In modern families, the decision makers may not be who you assume they are.
Financial Illiteracy: The Local Solution
Pershing Advisor Solutions CEO Mark Tibergien, worried about the lack of financial literacy, did something quite personal about it.
Which College Majors Are Solid Investments?
Choose carefully if you want to be an advisor — or anything else.
U.S. Investors Think Locally, Data Shows
A report by Openfolio, a platform where investors share portfolio philosophies and contents, shows which industries are most popular among investors in various regions.
Finance Has Caught On to Behavioral Economics
The next time some macroeconomist tells you that behavioral economics is passé, tell them that behavioral finance is alive and well.
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.
Josh Brown: Tapping Social Media’s ‘Stratospheric’ Potential
The Reformed Broker blogger and Ritholtz Wealth Management CEO has a few tips to be "devastatingly effective" on social media.
Financial Confidence Among Military Middle Class Hits Record High
Despite anxiety over sequestration, military families are more confident about their financial security than they have been in some time.
SEC Busts Firms in $79M Immigration Scheme
The SEC charged two firms with illegally brokering more than $79 million of investments from foreigners seeking U.S. residency through the government’s immigrant investor program.
For Elderly Fraud Victims, Biggest Toll Is Emotional
AICPA has some advice to help protect older clients who “just can’t say no to relatives.”