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?
Marketing Tricks of the Trade
Is your marketing program stuck in a rut? It's human nature to keep doing the same old things to attract new business.
Rivals Question Betterment’s New 401(k) Platform
Betterment's robo-advisory platform is raising questions in the 401(k) plan industry ranging from the use of ETFs to compliance with DOL’s QDIA disclosure requirements.
Global Food Price Fall: Can Brazil Benefit?
Those investors keeping close tabs on global weather patterns know that a stronger than usual El Nino is developing.
Advisors Downplay Fed’s Interest Rate Decision
“Too much emphasis is being placed on the significance of this event,” one advisor said as the FOMC announced it was keeping rates unchanged.
Top 5 Investment Risks Posed by Climate Change
Here’s a look at the 5 largest risks cited in the most recent studies, and what they’re liable to hit.
4 Sectors in Cuba That Could Pay Off for Investors
Here are four sectors in Cuba that could see the most growth — and offer the best payoff for interested investors.
Star Trek Econ 201: Utopia, the Final Frontier
Rather than focus on "getting more" for clients, planners can help clients reach a higher level of happiness.
3 Reasons Not to Worry About the Fed’s First Rate Hike
The first Fed rate hike in more than nine years might not be the big event that the market has been anticipating.
10 Most Expensive States for Retirement Health Care
HealthView Services’ advisor- and physician-reviewed methodology projects retirement health care costs based on data from 50 million health care cases.