Clients Demand More Certifications, So Advisors Seek Them: IMCA
The largest group of CIMA applicants for the first half of 2014 was independent advisors, IMCA CEO Sean Walters and Chairman John Nersesian said.
7 Ways to Avoid Picking a Bad Advisor
If a veteran Wall Street Journal editor covering wealth management gets duped by his advisor, Eric Nelson says, what chance do ordinary investors have?
Gen X, Y Lack Investing Direction
Advisors who have focused their efforts on boomers’ retirement needs should make sure they’re not neglecting Generations X and Y.
What Would Scottish Secession Mean for Investors?
Moshe Milevsky, Niall Ferguson and Axel Merk comment on the economic damage, as well as potential investor opportunity, implied by Scotland's independence vote.
With BlackRock Exit, Who Will Fill Target-Date ETF Void?
ETF expert Ron DeLegge predicts Schwab market entry; meanwhile Ron Surz enters the marketplace with a loss-avoidant product.
Social Security Claiming Options: Don’t ‘Save the Date’
Social Security agents want you to get the most in benefits, but the more important issue is when you get those benefits.
15 Worst Cities for Retirees
Looking for a place to retire? Put these cities at the bottom of your list, WalletHub says.
3 Investments Retirees Should Avoid: Morningstar’s Benz
Morningstar's Christine Benz warns that some assets can add volatility, expenses and stress to retirement portfolios, with little upside.
Boomer Mortgage Debt Could Dampen Economy
A growing number of homeowners are reaching retirement age still owing money on their houses, causing a squeeze on other spending.
In Retirement Savings, Young Women Catching Up to Men: MassMutual
Women, especially millennials, are responding more favorably to retirement education campaigns than men are, according to MassMutual Retirement Services.