$2M Wells Fargo Team Moves to Janney
The recruiting news comes just days after a scathing report about the bank's release of private information on 50,000 clients and advisors.
25 Best Countries for Retirement Security: 2017
In the annual report from Natixis Global Asset Management, the U.S. fell three notches in its ranking since last year.
Social Security Survivor Benefits: Don’t Just Survive, Maximize
The extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
For Wealthy Pre-Retirees, What Beats Financial Security?
Affluent retirees shun traditional asset allocation guidance to reduce equities with age.
Retiree Portfolios in the New Normal: The Envelopes Strategy, Pt. 1
The purpose of decades of saving is to fund decades of spending.
Dynasty Nabs $1B Breakaway Team From Merrill: Recruiting Roundup
Meanwhile, UBS brings on two teams with a total of $975 million in assets from Merrill's Thundering Herd.
How Prepared Are Boomers, Gen Xers & Millennials for Retirement?
A survey from Legg Mason compares the average asset allocation of the different generations.
Roth 401(k) Options on the Rise: T. Rowe Price
T. Rowe Price’s annual Reference Point report assesses trends among employer-sponsored retirement plans.
Thinking Boomer: Understanding This Generation and What They Need From You
Many advisors are boomers themselves, and have been working with boomer clients for years. What could possibly be new?
Nuveen Sees Rising Demand for Closed-End Funds
Nuveen's Anne Kritzmire explains why closed-end funds are beneficial to retirees seeking income.