6 Predictions for Markets, Industry in 2015: CFA Institute
Late last year, the CFA Institute surveyed members about what 2015 held for markets and the industry. Here's how their predictions are playing out.
Pensions, Not HNWs, Driving Hedge Fund Growth: KPMG
Change is transforming the hedge fund industry, affecting product mixes and fee structures, markets and investor types, KPMG reports.
Women Need to Talk More About Money: Fidelity
Less than half of women said they were confident talking about money and investments with a professional, a Fidelity survey found.
How to Get Men to Give to the Poor
Men showed less empathy and generosity than women in a Stanford study about giving to the poor, but one type of appeal closed the gap.
For Modern Families, a Tradeoff: Closer Ties for Financial Stress
Financial security is precarious for multigenerational and boomerang families, where adult children live at home, Allianz finds.
No Room for Feelings in the Market
I want to discuss the rather annoying tendency of commentators to extrapolate market sentiment to well, infinity and beyond.
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.