American Investors Bullish on U.S. Equities
Eighty-six percent of affluent U.S. investors were optimistic about investments, according to a Legg Mason survey published this week.
Americans Confident on Taxes but Clueless in One Big Area
Although many taxpayers confidently prepared their own returns, they felt less smart about tax-efficient investing, a BMO Harris survey found.
Grandparents Flocking to 529 College Savings Plans to Help Grandchildren
Grandparents are increasingly committed to pitching in to help pay their grandchildren’s college expenses, a study released by Legg Mason found.
Does the independent advisory industry really need another study?
Gen X, Y Hungry for Advice, but Advisors Don't Satisfy
Younger investors are more likely to feel their advisor isn't really working for them, less likely to recommend their advisor to someone and more likely to spread their assets among multiple advisors, according to a report from Market Strategies International, a global market research firm.
Gen X, Y Hungry for Advice, but Advisors Don’t Satisfy
Younger investors are more likely to feel their advisor isn’t really working for them, according to a report from Market Strategies International.
Millionaires Credit Smart Saving, Hard Work for Their Success
Millionaires say smart saving, even more than investment choices, was key to their financial success, according to a PNC survey.
Advisors’ Biggest Retirement Blind Spot May Be Their Own
FPA-sponsored study finds most advisors are not properly managing their own business affairs, but younger advisors are bucking the trend.
5 Steps to Improve Your Client Communications
To strengthen your client relationships, tailor your communication methods—and personality—to fit specific clients. Here’s how to get started.
Health Care a Critical Part of Retirement Strategy
Only a small minority of clients understand the importance of long-term care protection.