25 Best US Cities for Retirement: 2017
Out of the 150 most populous cities, these 25 got (mostly) high marks from WalletHub in four categories.
Wealthy Women Prepping for Wealth Transfer
A recent report by RBC Wealth Management looks at how high-net-worth women approach building, preserving and transferring wealth.
Will LPL’s New NPH Reps Stay or Go?
Industry specialists debate how the move to a self-clearing firm could impact the 3,200 reps.
Brokerage ‘Kickbacks’ From Exchanges Draw Scrutiny
William Galvin of Massachusetts has sent a letter to Fidelity, Schwab, TD Ameritrade, Edward Jones, Morgan Stanley and E-Trade.
Fewer Millennials Thinking About Finances: Navy Federal Credit Union
The credit union surveyed military and civilian millennials and found both groups may be less financially sound than they think.
Will the Solar Eclipse Darken Financial Markets, Too?
Research shows daylight saving time can impact the markets, but the potential impact of an eclipse is less clear.
Ex-Con, Buddies Duped Investors in $15M Oil Drilling Scheme, SEC Says
The phony oil drilling investment scheme promised returns as high as 55%.
What to Do When Clients Lie
"Working With Difficult People" author Raphael Lapin talks to ThinkAdvisor about how advisors can handle dishonesty from clients, co-workers and bosses.
Ric Edelman: Advisors’ Biggest Tech Threat Isn’t Robos
The technology with the most radical impact on advisors’ businesses is something they may know little or nothing about, Ric Edelman tells ThinkAdvisor.
Financial Anxiety Is The New Diet Anxiety
A Northwestern Mutual study finds that 67% of millennials have anxiety about their level of savings.