Looking Ahead and Managing Change: 35 Years With Investment Advisor—Slideshow
This year is the 35th anniversary of Investment Advisor.
Money Anxiety Index at 6-Year Low: The Implications for Advisors
Advisors who want a better grasp on financial confidence should be looking at what people actually do with their money in good times and bad, not just what they say.
Navigators: How to Guide Clients Through Big Life Changes
Six years out from retirement, the executive had all his assets invested in the Fortune 500 company where he worked. He fully expected the stock to double in the next few years.
5 Disruptors That Will Change Advisors' Businesses
Independent financial advisors constitute a young profession, but they and their partners over the past 35 years—the years that this magazine has been published—have always helped shape societal trends, technology and regulation.
Robo-Cars for Retirees?
The United States changed socially, economically and even racially after World War II.
And After Mobile?
First coined by Kevin Ashton at MIT in 1999, the Internet of Things (or the IoT) is defined by Cisco Systems as “the network of physical objects accessed through the Internet."
The Actuaries: Longer Client Life Spans Require Big Shift From Advisors
Advisors who write financial plans for clients, and those who work with clients on their financial plans, take an individual's life expectancy into account. But how seriously are you factoring clients’ extended life spans into your retirement planning?
Millennials Aren't Meeting Their Match (in 401(k)s)
Millennials are increasingly enrolling in their company 401(k), but many aren't showing up on payday for the free money.
Communicating (or Not) During Tough Transitions
“One of the things that Sudden Money techniques help us do is structure meaningful conversations,” said Peggy Frye, who completed Certified Financial Transitionist training in 2013.
Gender and Change
In a survey with More magazine, Susan Bradley asked 222 women whether men and women manage transitions differently. A surprising 95% said yes. The differences fell into three categories.