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.
Advisors ‘Can Become Outdated Instantly,’ Schwab’s Clark Warns
Schwab study finds most advisors believe they'll continue to grow faster than the market, but Bernie Clark cautions not to become the “new traditional” firm.
More Millennials Buying a Home This Year
The housing market is on track to enjoy one of its best years since 2006, the National Association of Realtors predicts.
Be Sensitive—Especially With Minority Families’ Cultural Differences
Demographers speculate that at some not-too-distant point, minorities will become a majority in the U.S. This means advisors are more likely to face cultural differences that will affect the plans they create for clients.
What Advisors Should Know About 80% of American Families
Married parents with children now represent only 20% of families. Here's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
Doctors Need More Financial Literacy, Too
Obamacare is hitting doctors where it hurts: not only in their pockets, but also with red tape, which saps their time to become financially savvy.
The Modern Family 80/20 Rule
While most wealth may be concentrated in the 20% of American families that are "traditionally" structured, it is increasingly spreading to the other 80%.
What Makes Sequence of Returns Risk So Dangerous
We recently advised readers of an obvious but overlooked retirement risk—what retirement planner Dirk Cotton calls sequence of consumption risk.