Discuss LTC or Visit Dentist? In Study, 25% Prefer Dentist
According to a Genworth study, fewer than 30% of adults have even had a conversation about their long-term care or aging needs.
Why Disclosures Don't Work
Most retirement plan participants have no clue how much they're paying in fees, despite DOL's fee transparency rules. So why should brokers' disclosures work better?
Investors Back More Broker Regulations: FINRA Survey
Nearly three-quarters of investors support more regulations to safeguard them from broker misconduct, an online survey from FINRA found.
20 Best & Worst Tax States
Conservatives and liberals generally agree on what a “fair” state and local tax system looks like, but no state actually has such a system.
Savings Account Trumps Investing for Gen Z: TD Ameritrade
When asked what their biggest concern with today’s economy was, Gen Z respondents were most likely to say jobs and unemployment.
Advisors Sharply Increase Use of Options for Clients: OIC
Responding to clients' "insatiable need for income," advisors across all channels have increased their use of options, according to the Options Industry Council.
Hispanics Seek More Financial Knowledge
Growing up with little to no financial education, Hispanic investors today say they are hungry for more investment knowledge, according to a Wells Fargo survey.
HNW Women Embrace Alts
HNW women allocate a larger portfolio share to alternative investments than men do, MainStay found.
Affluent Investors Put Their Hobbies Into Their Portfolios
Many Americans have a hobby. If they are well off, they are likely to combine this activity with investing.
On Same-Sex Couples’ Money Matters, Confusion Reigns
Many same-sex married couples don’t talk about money, and many need advice on new laws, Wells Fargo says.