Nontraditional Families Open to Financial Advice: Allianz Study
The unique dynamics of nontraditional families offer advisors an opportunity to engage with a growing population that is underserved but often open to assistance.
2014 Broker-Dealers of the Year—Scenario 4: Women and the Aging Advisor
The Broker-Dealers of the Year explore how they bring in younger advisors and female advisors, and how the aging advisor workforce can be reversed.
Advocates: The 2014 Broker-Dealers of the Year
The 2014 Broker-Dealers of the Year are unabashed proponents of the independent BD model and, yes, their own firms.
Parents Agree Kids Should Help Pay for College: Fidelity
Parents plan to cover 64% of their children’s college costs, Fidelity’s eighth annual College Savings Indicator Study found.
4 Ways Advisors Can Help Single Parents Plan for Retirement, College
Saving for retirement and a college education is a constant battle. Here are a few ways advisors can guide single-parent families.
Single Parents Choose College Savings Over Retirement
Single parents face "tremendous pressure" to balance college and retirement savings, Allianz says.
New Hire Roundup: Altegris Names Murphy Deputy CIO
Also in new hires, Lindsey and Lindsey adds Christina Lindsey Orta, and former Gov. David Paterson joins IFS Securities.
As Population Ages, It’s Not Your Grandma’s ‘65 and Older’
Census data show big changes among the 65-and-older set in Internet usage, causes of death and a rise in the older dependency ratio.
Fund Firms Lag in Social Security Support to Advisors
Only BlackRock is recognized as a Social Security resource by a majority of advisors; the Social Security Administration is the top source of information overall.
‘Modern’ Families Struggle With Financial Security: Allianz
“Modern families,” including blended and single-parent families, feel less financially secure than traditional families, according to an Allianz survey.