African-Americans Invest More Conservatively Than Whites: Study
African-Americans hold fewer stocks and bonds and more real estate, life insurance and CDs, according to Credit Suisse and Brandeis University.
New Hire Roundup: John Mendez Nominated to Be SIPC Chairman
In another personnel move, Craig Anzlovar has joined Pioneer Investments as fixed income client portfolio manager.
Losing a Spouse Hits Women Harder Than Men
Women were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
In Search of the Best Financial Planning Software: MoneyGuidePro
Is MoneyGuidePro the right financial planning software for you? It's got many impressive features, for sure, but also a few drawbacks.
End the ChFC vs. CFP War: An Open Letter to American College CEO Bob Johnson
The American College should reposition itself to support the emerging need for deeper post-CFP specializations and niche educational programs for financial advisors.
Don’t Let Medicare Surcharges Take a Bite Out of Clients’ Retirement
New white paper offers strategies to reduce Medicare surcharges and increase net retirement income.
Under the Hood: What You Need to Know About the Federal Estate Tax
What’s included in the estate, what’s the tax on that estate and what are the resources for learning more, including designations to consider achieving.
Add Life Insurance to Your Wealth Transfer Toolkit, Saybrus Urges
The life insurance consultant makes the case for how its product can provide efficient, stable income for beneficiaries.
9 Reasons Why Alan Greenspan Is Wrong About Everything
Former Federal Reserve Chairman Alan Greenspan recently laid out nine reasons the economy stinks. Here’s why he’s wrong, according to New York Life’s John Kim.
Great-West Names President of New Retirement Group
Edmund F. Murphy III to tackle the U.S. retirement savings challenge as president of one of the largest providers in the U.S. defined contribution market.