The 2014 IA 25 on the Next Generation of Advisors and Clients
Advisors and their clients are aging together. What does that mean for the industry?
Is College Really Worth It?
In the anguished debate over the value of higher education, a new Pew Research Center study weighs in.
Climate Change Is Today’s Problem
People warn about what climate change will mean for our future, but it is no longer about our future. The impacts are being felt now.
What HNWs Demand of Advisors: Stay Connected, Stay Mobile
High-net-worth clients are driving a “revolution of digital commerce and direct distribution” in wealth management, PricewaterhouseCoopers says.
5 Reasons Why Your Clients May Still Have the Economic Blues
While some measures of U.S. consumer sentiment are up, Pew Research data explores some overlooked indicators that suggest why Americans aren’t all that upbeat, despite much good economic and markets news.
Median Retirement Balance Is $3,000 for All Working-Age Households
For households near retirement, the news is worse – the median balance is just $12,000, according to a research report from The National Institute for Retirement Security.
Social Media: Don’t Just Be There, Be Remarkable
Financial Social Media held on Friday a webinar discussing trends in social media that advisors should take note of in 2013.
Gen X Drew Financial Short Stick: Financial Finesse
Gen Xers between the ages of 30 and 44 have suffered from market downturns and are generally worse off than millennials and boomers, says a new Financial Finesse study.
GOP Exits Tampa, Trailed by Perception They’re Party of the Wealthy, Poll Finds
As Republicans head home from Tampa after naming Mitt Romney and Paul Ryan to head their ticket in the November election, they face a widespread perception that the GOP is the party of the rich, according to a Pew Research Center survey.
Pensions: $1 Trillion Economic Impact
Pensions do more than protect older Americans after they retire; they have a distinct and significant impact on the U.S economy and play a role in job creation, according to the National Institute on Retirement Security.