What if the Projections Are Wrong?
Advisors are natural-born skeptics. So can we trust that the demographic projections used by government agencies are accurate?
America Is Changing. Are Advisors Ready?
Big shifts in the U.S. population will challenge advisors’ assumptions about planning and may well lead to a change in the demographics of their clients.
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.