Why Immigrants Are the New Clients You Need
Attracting wealthy newcomers helps the economy and advisors.
Ritholtz: A Real Estate Recovery That’s Not Quite There
New home sales are trending far below their historic averages, Barry Ritholtz writes. Will the weakness continue?
El-Erian: American Dream Is Under Threat
The Allianz chief economic advisor listed some possible solutions to income and wealth inequality, from least to most controversial.
Census Data Understates Retirement Income of Wealthy
A Center for Retirement Research analysis shows significant understatements in retirement income reported in the Census Bureau’s Current Population Survey.
U.S. Bond Sentiment Worst Since Disastrous ’09
Experts say 10-year yields could top 3% in 2015, twice the level forecast for 2014.
5 Disruptors That Will Transform Advisors’ Businesses
In order to succeed, advisors must harness major trends already in process—those who don’t will fail.
How America Is Kicking Its Oil Habit
The U.S. is producing the most oil in 31 years, growth is accelerating and crude prices are plunging. So why is Americans’ petroleum use waning?
Wave of Surveys Show Americans Unprepared For Retirement
A study asked participants a series of questions around how to best plan for and manage retirement. The results: 80 percent % received scores of 60 or lower; and only 20 % earned a passing grade.
Three Really Good Pieces
Good journalism not only educates and informs, it challenges the reader to rethink previously held beliefs.
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.