What Advisors Should Know About 80% of American Families
Married parents with children now represent only 20% of families. Here's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
Doctors Need More Financial Literacy, Too
Obamacare is hitting doctors where it hurts: not only in their pockets, but also with red tape, which saps their time to become financially savvy.
What Makes Sequence of Returns Risk So Dangerous
We recently advised readers of an obvious but overlooked retirement risk—what retirement planner Dirk Cotton calls sequence of consumption risk.
The Modern Family 80/20 Rule
While most wealth may be concentrated in the 20% of American families that are "traditionally" structured, it is increasingly spreading to the other 80%.
Avoid Assumptions—Especially About Family Members’ Roles
In modern families, the decision makers may not be who you assume they are.
Financial Illiteracy: The Local Solution
Pershing Advisor Solutions CEO Mark Tibergien, worried about the lack of financial literacy, did something quite personal about it.
Which College Majors Are Solid Investments?
Choose carefully if you want to be an advisor — or anything else.
U.S. Investors Think Locally, Data Shows
A report by Openfolio, a platform where investors share portfolio philosophies and contents, shows which industries are most popular among investors in various regions.
Finance Has Caught On to Behavioral Economics
The next time some macroeconomist tells you that behavioral economics is passé, tell them that behavioral finance is alive and well.
Expat Groups Rage Against FATCA, Election-Season Style
In a poll by deVere Group, nearly half of U.S. expats said they'd vote for a presidential candidate who promised to repeal FATCA.