Financial Planning: The Antidote for the More Matrix
Financial planning is the perfect tool for helping clients overcome cravings for “more” because it provides a method for visualizing and quantifying “enough.”
A 7-Point Checklist for Advisors to Protect Against Cyberattacks
Former Homeland Security Secretary Michael Chertoff offers his recommendations on how financial firms can prevent or limit the impact of an attack.
UBS Launches Premium Credit Card to Attract Wealthy Clients
The firm hopes to boost its banking business with a luxury-themed concierge service and rewards program.
College Grads Entering Best Job Market Since Great Recession
The New York Fed says the unemployment rate for recent college graduates is under 4% and wages have been rising.
Global Expansion Is in Sync, Even If Everything Else Is in Chaos
Faster sales growth is consistent with global growth pickup; all major regions on pace for positive earnings growth.
Women Are Savvier Investors Than They Think
Just 9% of women in a Fidelity study believed that they had outperformed men during the past year. The evidence suggests otherwise.
Best Firms for Self-Directed Investors: J.D. Power — 2017
More banks are moving into this space; millennials are demanding as clients and can easily jump to robos, the survey finds.
Amy Florian — Leading Through Loss: The 2017 IA 25
Amy Florian’s road to becoming an expert on grief and transition started with her own loss.
Fidelity Expands Managed Account Offering to Advisors, Recordkeepers
The offering is a personalized, customized solution for employee retirement accounts.
Ex-BofA Wealth Exec Charged in $2.7M Charity, AIDS Scam
Executive and her husband are accused of grabbing bank’s charitable donations and of fraud affecting HIV/AIDS children’s charities.