For Divorcing Women, Becoming Financially Knowledgeable Is Crucial
More older women are getting divorced, and if they have delegated financial decision making to their spouses, they need to raise their financial knowledge fast.
Expect Shakeout Among Robo Advisors, but Embrace Them Now
Morningstar panelists urge advisors to embrace automated advice technology to gain efficiency and new clients.
Fearing Rate Hike, Wealthy Opting Out of Market
The Spectrem Millionaire Investor Confidence Index in June plunged to its lowest point in 16 months, Spectrem Group reported Tuesday.
CFSI: Turning Greater Financial Knowledge Into Better Habits
Joshua Sledge of the Center for Financial Services Innovation works on initiatives to help drive healthier financial habits among lower-income Americans.
Why Institutional Investors Dominate the Liquid Alt Market
There are a lot of statistics showing investing trends among institutional investors, according to David Katz of Larch Lane Advisors, but tracking retail investors can be more difficult.
Simple Survey Divines Investor Sentiment
A German research firm has learned much about investor behavior by asking the same questions over and over again.
12 Countries With Most Millionaires 2015: World Wealth Report
A peek at where the wealthy live through Capgemini and RBC Wealth Management's annual report on HNWIs.
Sustainable Investing: No Longer a Backwater
The great majority of investors want their money to have a positive social impact, but advisors lag in meeting that need.
Does Gay Marriage Ruling End a Financial Planning Niche?
The workarounds that advisors in many states created to provide same-sex couples with legal benefits now must be unwound.
What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay Marriage
Extensive discussion, and personalization, of a once taboo topic moved public opinion before the Supreme Court ruling.