Alternatives Speak to Two Generations
RIAs have a huge opportunity to develop client relationships using alternative investments with two demographic groups: baby boomers and the millennial generation.
More Middle- to High-Income College Students Graduate With Debt
In 2012, 62% of students from upper-middle income households left college with debt — two decades ago, that number was 34%.
The Retirement Apocalypse That Isn’t Coming
Fears of a looming retirement crisis are overblown, Ben Steverman says in the blog Ventured & Gained.
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.