Rob Arnott, Milton Ezrati: Where’s the Investment Risk in 2014?
Envestnet gathered a panel of big-name investing experts to explore what’s ahead for bonds, equities and demographics at home and abroad.
Financial Advisors Upbeat About U.S. Economy
Sixty-nine percent of advisors said their clients were financially better off than they were a year ago, according to the Brinker Barometer.
The Gender Trap
The World Economic Forum’s recent Global Gender Gap Report notes that 85% of the 135 countries surveyed in 2011, Saudi Arabia included, have “made progress in the past year toward gender equality.”
Tim Clift Says FundQuest’s Analysts Will Complement Envestnet|PMC’s Quants
Now chief investment strategist at PMC following acquisition by Envestnet, Clift says advisors can expect higher correlations through election; Europe already in recession.
Agents of Change
These are the major issues facing advisors in 2011 ...
Retirement on hold 'indefinitely'
Advisor respondents in Brinker Capital's second quarter "Brinker Barometer" say clients fear they'll never know exactly when they should retire. Sixty-one percent said clients mainly...
Obama's efforts thus far: not good enough, advisors say
In the eyes of financial advisors, President Obama is off to a sluggish start - and quite simply, he has a lot to accomplish. First, the...
Retirement is 'severely' off-target
Financial advisors say the economic crisis has not just crippled, but "severely jeopardized" their clients' retirement security. According to Brinker Capital's Retirement Indicator, 88 percent...
Advisor survey finds client retirement severely off-track
Advisors say their clients projections for retirement security have been "severely jeopardized," according to survey results from Brinker Capital's year-end Retirement Indicator, which gauges the...
Set realistic expectations
Mike Martin of Columbia, Md.-based Financial Advantage recounts how a prospective client came to see him a year ago and said, "If I make 15...