Client Calendars Show Clients How Much You Do for Them
Client service calendars let your clients know that you and your firm are actively taking care of their finances throughout the year.
Volatility Tops Investor, Advisor Concerns
A pair of recent surveys show market volatility is top-of-mind — perhaps a bit misplaced.
Cruising Through Retirement on Less Than $18,000 a Year
Retiring on a boat provides adventure, a community of likeminded expats and access to essential needs, all at prices retirees can afford, International Living says.
Americans Feeling Grim About Their Financial Future
Don’t tell working Americans they’re in the midst of an economic recovery. A Harris poll found some gloomy results.
Social Security Bankrupt in 2033; Medicare Outlook Brightens: Trustees’ Report
While the trustees' Social Security funding forecast is similar to last year's, Medicare gets four more years thanks to Obamacare.
Women, Money and the Confidence Gap
In recent years, banks, brokerage firms and fund companies have pulled out all the stops to make women more confident about money.
12 Ways to Build Authentic Confidence
“Part of women's lack of confidence is genetic, the way our brains are wired,” journalist Katty Kay told us.
Best & Worst U.S. Companies for 401(k) Benefits
Bloomberg ranked the 250 biggest companies in the U.S. on who offers the most generous 401(k) matches.
Half of Households Risk Inadequate Retirement Income
A study from Boston College says the average family needs to save 15% of income for retirement, a hurdle most aren't meeting.
This Guy Made Advisors Lose $20 Million Accounts
Many RIA firms dread SEC audits, particularly unscheduled ones, but there’s a new auditor in town who may be looking over your shoulder.