Top 25 Best Cities for Millennials to Live
For financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.
Five Good Questions for 'Behavior Gap' Author Carl Richards
The CFP shares his thoughts on the difference between what we should do and what we actually do
Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice
Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.
UBS Offers Big Help for Small Business
The program gives company owners one-on-one strategic financial and business advice and access to UBS senior executives, plus a smorgasbord of other UBS resources. Objective: new job creation.
It's the fact that the firm is multi-custodian and multi-clearing. It's the fact that its backers include some of the smartest people in the business....