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.
Two-Thirds of Investors Want More ETFs, Schwab Says
ETF Investor Study by Schwab found that while investors know more about ETFs this year than last, they still seek more knowledge.
Recession Taught Millennials Importance of Saving Now
While millennials are well aware of the importance of saving for retirement, many cannot afford to do so, a Wells Fargo survey found.
Advisors ‘Struggling’ to Get Most Out of Social Media as Its Popularity Grows: Study
Advisors’ attitudes toward social media are changing for the better, but few are maximizing its business-growing potential, according to American Century.
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.