The Secret Sadness of Retired Men
As an advisor to retirees, you may be a witness — and sometimes an unwitting accessory — to lives whose joy is sapped by depression.
3 Lessons for Advisors on Service and Pricing From the Airlines (Really)
The airlines clearly display their tiers of service and pricing, and provide perks valued by their customers.
Retiree Social Security Benefits to Be Wiped Out by Health Care Costs: Index
Middle-class Americans will soon have to use their entire Social Security benefit for health costs, according to HealthView Services’ new cost Index.
Europe Considers Encouraging Investment Through Shadow Banking
European Commission growth roadmap pushes for allowing securitization and crowdfunding to prime the lending pump.
A ‘Creative’ Niche: Providing Tax, Financial Planning to Artists and Actors
Actors Miata Edoga in L.A. and Todd Thurston in New York teach their creative peers how to take charge of their financial lives.
Top 10 Industries for Retirement Preparedness
Perhaps surprisingly, the finance industry isn't in the top 5, according to a ranking by Judy Diamond and Associates.
New Hire Roundup: Fidelity Charitable Names Danforth President
Also, Ron Carson was named to the board of trustees of the American College, and the Withers Consulting Group welcomed David Burleigh.
Air Travel Booms in Southeast Asia
There has been an explosion of growth in sales of aircraft in Southeast Asia, as airlines complete for a rapidly growing new market.
Swiss Endanger EU Ties With Immigration Vote
Swiss opposition to “free travel” could cost the country’s economy dearly.
Contrarian Ketterer Unfazed by Emerging Market Turmoil
Dizzying volatility comes with the territory in EM investing. But Sarah Ketterer's Causeway Capital has reaped big gains while other investors have fled.