Why Yale Keeps Beating Harvard in the Endowment Game
David Swensen, who has led Yale’s strong performance, says his approach should not be a model for individual investors.
As U.S. Workers Struggle With Retirement Planning, Most Yearn for Advice: Transamerica
Baby boomers, Gen Xers and millennials face separate but significant challenges when it comes to saving for retirement.
Top Portfolio Products: First Trust, Amplify and Van Eck Introduce ETFs
New ETFs include sector and dividend-paying stock funds as well as municipal bond funds.
How to Cope With Today's Low-Return Markets & High-Expectation Clients
The low-return environment is the talk of the town. What's an advisor to do?
The Right Perspective on Low Returns
With all the talk of low returns, it's time to check in with clients on their real challenges and their best responses
How Your Client's Feelings Can Improve Your Leadership Style
Survival depends on our ability to trust one another, Simon Sinek said during the closing keynote at the eMoney Advisor Summit.
Client Focus, Organic Growth Crucial to Advisor Success: eMoney Summit
Fidelity’s Mike Durbin says that in the “fragmented” financial services industry, client-centric firms that can grow organically will be the winners.
‘Hit Pause’ on DOL Fiduciary Rule, Insurer’s Lawyers Urge Federal Judge
Lawyers representing insurer Market Synergy told a Kansas judge that DOL failed to prove that state-based regulation of fixed-indexed annuities is broken.
10 Best Paying Cities for Women
Pay rates vary from one region to another within the U.S.; in some places, the pay gap between men and women varies substantially, too.
LinkedIn’s 4 Tech Trends to Know When Facing Next-Gen Clients
High tech or high touch? Next gen clients want both, a study finds.