African-Americans Invest More Conservatively Than Whites: Study
African-Americans hold fewer stocks and bonds and more real estate, life insurance and CDs, according to Credit Suisse and Brandeis University.
2014 Advisor Hall of Fame
Now in its 24th year, our annual Hall of Fame is a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.
Are Non-Traded REITs Right for Clients?
These instruments have an appeal, but their lack of transparency is troubling.
Top Portfolio Products: China Bond ETF From Global X
AssetMark adds donor-advised fund, while Franklin Templeton launches Social Security optimizer tool.
Enforcement Roundup: Madoff Recovery Total Hits $10 Billion
Meanwhile, the SEC suspended trading of four companies over concerns about their Ebola remedy prospects.
Retiring Abroad: Is Paradise Losing Its Luster?
Most retirees who dream of moving abroad seek a simpler, less expensive place to spend their later years. But new tax laws are complicating matters.
RCS Capital Says Some Brokers Lifting Product Suspensions
The news comes as the company considers spinning off Cetera Financial.
Under the Hood: What You Need to Know About Wills, Pt. 3: Fiduciaries and Trusts
An advisor can play a key role in a client's estate planning, though tread carefully and respectfully around the estate planning attorney.
Under the Hood: What You Need to Know About Wills, Pt. 2: Real Estate, Bequests
Even though you as an advisor may not be the primary estate planning team member, you are in a unique position to add value.
Tiger 21 Investors Allocate More to Cash, Private Equity
Ultra-wealthy investors are looking for more security now while preparing for the next investing opportunity.