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.
Millionaires Love These 10 Small Towns
Though many wealthy Americans live in big cities, plenty of others prefer small-town life.
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.
Best & Worst BDs for Advisors: J.D. Power — 2017
Satisfaction among employee and independent advisors is down, and that means lots of reps could be on the move, the research finds.
LPL Schools Hybrid RIAs on Rollovers
The IBD just clarified its “education-only” policy tied to advisory accounts.