Dalbar: Active or Passive Funds? 12 Factors to Consider (Beyond Fees)
Dalbar crunches the numbers and weighs pros and cons of the fund types over time, and the results should surprise advisors and their clients.
Two-Thirds of Americans Aren’t Putting Money in a 401(k)
A dark, detailed new look at why many employees may never be able to retire.
Is It Time to Toast or Roast Rising Wine Prices?
Wine analysts share their views on what is driving higher prices.
Why Former Reagan Official Stockman Sees a ‘Huge’ Trump Correction
“It’s only a matter of days before this whole thing tips over,” David Stockman said.
Top 10 Surprising States With Most Millionaires
Wealth is more concentrated and shifting geographically, according to the annual Phoenix Wealth & Affluent Monitor.
Household Debt Is Rising, but Consumers in Better Shape
Household debt has reached its highest level since the financial crisis but delinquency rates are lower, according to a New York Fed report.
Raymond James Names Top Branch, Complex Managers
The two honored professionals were picked from more than 240 candidates in the employee-advisor channel.
New Robo-Advisor Targets Minority Communities
Finhabits is focused on minority clients because many Latinos and African-Americans don't have retirement funds, says founder Carlos Garcia.
First Republic, FiNet Grab Reps From Rivals: Recruiting Roundup
A UBS advisor moves firms in SoCal, while two registered reps with LPL and Edward Jones join Wells Fargo Financial Network.
LPL Fined $900K Over Failure to Send 1.6M Notices to Clients
The information should have been sent to investors whose accounts were tied to suitability notices over a seven-year period.