Americans More Optimistic About Their Finances, but Less Prepared
In Lincoln Financial's annual MOOD survey, 81% of Americans said they feel optimistic about their financial future today, a drastic improvement over four years ago. But perhaps because so many don't have an advisor, they feel unprepared for the future.
The Advisor’s Journey to CRM Success, Pt. 1: Mapping It Out
In the first post of our series, we map out the steps to choosing and implementing a new CRM system.
El-Erian: American Dream Is Under Threat
The Allianz chief economic advisor listed some possible solutions to income and wealth inequality, from least to most controversial.
Cut College Debt Through Simpler Tax Incentives, Senator Says
The Senate Finance Committee looked at ways to reduce student borrowing through the tax code. One possibility: boosting prepaid 529 plans.
Variable Annuity Sales to Hit $22 Billion by 2018: Cerulli
Annuities tied Roth IRAs as the most unsolicited product requests made by investors to their advisors, Cerulli says.
The Buzz, the Cloud and Product Intros: 2014 T3 Advisor Tech Conference
We may have reached a turning point where advisor tech decisions are less about software and more about navigating a patchwork of integrations.
As I’ve noted before, I don’t usually write about the people or the companies that I consult with, due to the obvious conflicts of interest.
An Economics Writer’s Lament: Commentary
An article in The New York Times this week was a perfect caricature of a worldview that looks to government as an almost magical provider of solutions and people as powerless victims of crass corporations.
Putnam Introduces Funds, Tool to Help Retirees Manage Income
Putnam Investments on Monday officially launched its Retirement Income Lifestyle Funds, a suite of three income-oriented mutual funds, along with a retirement income analysis tool that can be used with the funds to make sense of the complexities presented by the savings withdrawal phase of retirement.