It's a Good Time to Visit Muniland, but Come Prepared
David Kotok, co-author of "Adventures in Muniland," and Matt Fabian of Municipal Market Analytics counsel muni bond investors on what to watch out for.
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.
Top 10 Worst-Funded State Pensions: 2015
Pew data shows which states’ public workers are in the worst shape for retirement.
Top 20 States for Private Equity Investment in 2014
Some 3,100 U.S. businesses benefited from private equity investments last year.
Dr. Klontz’s Financial Therapy Aims to Cure Your Clients’ Fear of Change
Brad Klontz, a psychologist and CFP, talks about the four paradigms that drive investors’ money behavior (and conflicts).
For Divorcing Women, Becoming Financially Knowledgeable Is Crucial
More older women are getting divorced, and if they have delegated financial decision making to their spouses, they need to raise their financial knowledge fast.
Financial Illiteracy: The Local Solution
Pershing Advisor Solutions CEO Mark Tibergien, worried about the lack of financial literacy, did something quite personal about it.
Finance Has Caught On to Behavioral Economics
The next time some macroeconomist tells you that behavioral economics is passé, tell them that behavioral finance is alive and well.
New Hire Roundup: SEC Names Regional Director in Salt Lake City
Meanwhile, tennis champion Andy Murray joined the advisory board of Seedrs, a U.K.-based crowdfunding platform.
Derek Jeter’s Words of Wisdom for Advisors
Pershing’s Insite conference was full of high-profile speakers and big-time announcements, but the now-retired Yankees captain stole the show.