Olivia Mitchell: You Might Live to 100. Will Your Money?
Wharton professor Olivia Mitchell and Stephen Utkus of Vanguard on how investors can prepare for increasing likelihood of long life spans.
Jeremy Siegel Sees ‘Really Great’ Opportunities in Emerging Markets
Jeremy Siegel, a senior advisor for WisdomTree and professor at The Wharton School, told investors on a quarterly call what he thought about the economy, Obamacare and Medicare.
Just How Puzzling Are Annuities?
A bombshell critical paper on annuities has strengths and weaknesses.
It Pays to Be a Giver
In the hierarchical environments of the past, takers could climb to the top on the shoulders of givers. Today, it is givers who tend to thrive while takers find it much harder to prosper.
Who Pays the Bill for Terrorism?
Beyond the unfathomable evil perpetrated on April 15 in Boston—human losses that can never be measured—come the more mundane, quantifiable aspects of the mayhem of which the Tsarnaev brothers are suspected.
T. Rowe Social Security Calculator Shows Strategies to Boost Benefits
T. Rowe Price's Benefits Evaluator helps advisors calculate the goals-based annual dollar amount that clients stand to claim from Social Security under a variety of scenarios.
National Advisors Trust Taps Former SEI Exec as CEO
James Combs Jr. hopes to further boost the RIA-owned trust's earnings, which have been growing in recent years.
HighTower, UBS Veteran Join in New York Partnership
MK Wealth Management’s principal, Mark Kravietz, is a longtime veteran of the financial services sector, most recently at UBS Financial Services.
Martin Zweig, Who Called Crash of ’87, Dies at 70
A generation of stockbrokers and individual investors for whom Zweig represented the wisdom of Wall Street are mourning the stock market legend’s passing.
Charles Biderman, Jeremy Siegel and Others on Today’s Market: Ground Floor or Precipice?
One fund exec who's held 80 meetings with advisors since April says they all ask the same thing: How do I get my clients out of cash and bonds?