Will 2015 Be the Year Financial Wellness Finally Takes Off?
Less than a quarter of employers have financial wellness programs — a potential source of new clients for advisors. But the field is expanding.
Lowering the Boom: How to Bring In Gen X and Gen Y Clients
We hear a lot these days about what advisors have to do to attract Gen X and Gen Y clients, and for good reason.
New Hire Roundup: Goldman, Nelson Move Up at NFP; New Vice Chair at FASB
This week in new hires, Michael Goldman became COO and Carl Nelson head of mergers and acquisitions at NFP; John Taft of RBC Wealth Management became a LinkedIn Influencer; more
How to Tame Overly Spirited Holiday Spending
Expressing holiday spirit by spending too much money can be a problem, even for the wealthy. So it would be wise for advisors to help clients rein in spending by understanding the psychology behind it.
2012 Advisor Hall of Fame
Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.
Bernanke Meets With Vets, Notes Depressing Jobless Problem
On the eve of Veterans Day, Fed Chairman Ben Bernanke hosted a town hall meeting at Fort Bliss, Texas, that was largely attended by past and present military personnel and their families.
I don’t belong to AARP, although I more than qualify and they’ve been sending me membership forms for years.