African-Americans Invest More Conservatively Than Whites: Study
African-Americans hold fewer stocks and bonds and more real estate, life insurance and CDs, according to Credit Suisse and Brandeis University.
The Day After Veterans Day
I’ll admit it: I didn't know what to write about this month in this magazine where I’ve written editor's notes for about 13 years.
Mutual Funds Less Popular Among Youngest, Oldest Investors
Demographic data reveals wide divergence in mutual fund ownership levels by generation.
Millionaires Do Not Need Protection: SEC’s Gallagher
SEC chairwoman insists accredited investor definition will be reviewed; Commissioner Gallagher says “millionaires can fend for themselves.”
What Doctors and Families Have That Advisors Don’t
The CFA Institute’s Bob Stammers argues that financial advice is ultimately about behavior change, which only a relationship of trust can foster.
The Wall Street ‘Election’ Campaign Is On. How Will You Respond?
Brokerage lobbyists have framed the debate, and fiduciary advisors are way behind in the polls.
Millennials Aren’t Meeting Their Match (in 401(k)s)
Almost 40% of younger millennials aren’t meeting the threshold for a full company DC plan match.
Losing a Spouse Hits Women Harder Than Men
Women were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
15 Colleges With Best Paying Graduate Degrees: 2014
Is a master's degree worth the steep cost? That depends partially on where you choose to get it.
Top 9 Investor Threats for 2015: NASAA
State regulators are seeing classic threats to investors “morph into new or altered dangers, many fueled by the Internet,” says NASAA’s president.