Why Mutual Funds Are the Most Popular Investment for US Households: ICI
The mutual fund industry trade group reports that almost half of all U.S. households own mutual funds.
Oranj Launches Free Wealth Management Software Product for Advisors
The MAX offering includes model portfolios and funds from BlackRock, Direxion, Morningstar, ETF Securities and Frost Investment Advisors.
Families Saving More for College but Underestimating Costs: Fidelity
Fidelity's College Savings IQ survey also found that more families are using 529 college savings plans but many don't understand all the advantages.
New York Life Adds Student Loan Repayment Program for Employees
The repayment program will offer up to $10,200 over five years for eligible employees, as well as student loan advice and online planning tools.
LTCI’s Death March Sparks Rise in Hybrid Products
The enduring need for funding LTC has sparked a relatively new line of hybrid products that combine LTCI with life insurance or an annuity.
15 Cheapest States for Long-Term Care: 2017
Genworth’s annual study on the cost of care nationwide, which includes home care and assisted living facilities, ranks LTC costs by state.
Think 7% Returns Are Coming Back Anytime Soon? Think Again.
Two prominent investment strategists cautioned advisors about future gains in client portfolios at FPA’s annual conference.
GOP Tax Plan Won’t Do Much for Economy: Moody’s
It's a "boon for business, a wash for individuals" and does little to boost growth, says Moody’s analyst Mark Zandi.
How to Attract More Female Advisors and Clients
This challenge should be top of mind for financial advisory firms, according to some panels at this week's FPA annual conference.
6 Personality Traits of the Wealthy and Successful
Author and financial editor Jean Chatzky discusses what she found from researching 5,000 wealthy and successful people.