Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar
Dalbar’s latest investor behavior study shows, for the 21st time, that investors are their own worst enemies and that advisors can be their best friends.
HighTower Adds $500M Ex-Oppenheimer Advisor
Providence, Rhode Island-based Carol Nulman says women continue to be underserved by the financial industry.
A Counterintuitive Way to Keep Clients Happier
Risk-profiling firm Riskalyze argues that, paradoxically, advisors win by initiating relationships based on risk rather than return.
4 Ways Wealthy People Can Still Hide Money
Gone is the heyday of Swiss bank accounts. Here are four ways to get secrecy, or lower taxes, though rarely both at the same time.
Multiple Homes, Multiple Nations, Multiple Risks
If your client owns a second home in Europe, make sure they get the right kind of coverage, using carriers with boots on the ground.
8 Best Financial Companies to Work For: Fortune
These financial companies that work with advisors are included in Fortune's list of the Best Companies to Work For in 2015.
Wealthy Millennials Don’t See Retirement as End of Work: Survey
High-net-worth Americans plan to retire at 56 on average, and more than half plan to keep working in retirement, a BMO Private Bank study found.
How Family Wealth Management Teams Can Target Family Businesses
If your family wealth team isn't reaching out to other family businesses, you're missing a big business development opportunity.
Ferri’s Forecast for Next 30 Years
As a flurry of forecasts look at the coming quarter or year, Portfolio Solutions principal Rick Ferri takes a bit of a longer view.
7 Financial Mistakes You Shouldn’t Make for Love
As Americans marry later or not at all, more are living with romantic partners. Here are seven warnings for your cohabiting clients.