Morgan Stanley Gives Advisors Gender-Diversity Toolkit
The effort aims to equip FAs with more ways of serving clients interested in improving women's leadership and economic impact.
Investors Want Help, but Fear Being ‘Ripped Off’ by Advisors: Survey
Latest Hearts & Wallets poll finds many investors wanting to save more but mistrusting financial professionals.
Self-Directed IRAs: Avoiding DOL Fiduciary Rule Liability
The DOL fiduciary rule could increase the use of self-directed IRAs, but the role of the advisor does not end once a client chooses one.
Top Portfolio Products: Global X, Nuveen Add ETFs; Financial Engines Expands Services
Global X introduces three tech ETFs while Nuveen adds bond ETF focused on additional yield.
Americans ‘Clueless’ About Social Security Benefits: Sen. McCaskill
A GAO report commissioned by Sens. McCaskill and Collins found the SSA does not consistently provide key information during the claiming process.
U.S. Justice Department Investigating Wells Fargo
The probe follows a $185 million fine levied by regulators who charged the bank with opening 2 million accounts without customers' approval.
The Right Ways Advisors Can Help Grieving Clients
Providing compassionate yet informed support to grieving clients is not only the right thing to do, it will help grow your practice, said Amy Florian.
America’s Biggest 401(k) Advisor Has a Plan to Manage All of Your Money
Financial Engines, which already manages employees' 401(k)s, wants to manage all aspects of those employees' financial existence in an affordable way.
Pension Spending Shows Big Impact on Economy: NIRS Report
In 2014, retiree spending of pension benefits generated $1.2 trillion in total economic output, supporting 7.1 million jobs, according to the report.
8 Financial Mistakes Couples Make That Could Derail Retirement
Whether it's a failure to communicate or a lack of action, couples are making big mistakes when it comes to saving for retirement.