How to Choose the Right Words to Hook Clients: Pollster Luntz
GOP pollster Frank Luntz makes recommendations, which he has tested in his own polling research, for getting a good response from clients and prospects.
Half of Americans Worry About Rising Interest Rates: Survey
The chief cause for worry was the effect of rising interest rates on the stock market, Bankrate reported.
Why Donald Trump Has David Kotok Worried About the Global Economy
The investment manager cashed out of many stocks following Trump's election.
Active Management Isn’t Dead, but It’s Evolving: Vanguard’s Tom Rampulla
The managing director of Vanguard Financial Advisor Services makes the case for low-cost actively managed funds.
Top 15 Countries for U.S. Expats to Thrive
Living abroad helps expats more rapidly meet their long-term financial goals, HSBC says.
Kitces to Advisors: Don’t Fear Robos
Technology, not robo-advisors per se, is transforming the advisory business, says industry blogger and wealth manager Michael Kitces.
For Families With Special Needs, Listening Is Key for Advisors
Parents of children with special needs are facing a three-fold challenge when it comes to financial planning.
When Trump Tweets, Investors Listen
What does a tweeting president mean for advisors and their investor clients?
Free College Tuition Plans Sprout in States as Feds Could Cut Aid
Get ready for potential changes in the college funding arena at the federal and state level, some good and some bad for borrowers.
House Bill Would Let Students Pay Off Loans With 529 Plans
The legislation also would encourage companies to help employees save for college or for disability care via tax incentives.