Why the Fed Should Raise Interest Rates This Year: UBS Economist Drew Matus
Zero interest rates don't work when so much of the population is approaching retirement, says Matus.
Protecting Clients’ High-Value Homes From Winter Cold
Planning ahead and getting proper help, now, for your HNW clients will maximize the probability of a safe, worry-free winter. After all, winter is coming.
Fed Says Cybersecurity Is ‘Right at the Top’ of Priorities List
Fed’s Arthur Lindo tells SIFMA/AICPA attendees to prepare for when an attack will come, not if, and for the banking and brokerage industries to share in their defenses.
Using Kwanti’s Portfolio Lab Software With Clients
You may not have heard of Kwanti, but it has a great portfolio analytics tool that’s worth your consideration.
USAA Debuts Online Financial Planning Tool for Military Members, Veterans and Their Families
The Financial Readiness Score comes on line just weeks before new pension plan options for veterans are expected to take effect.
Top Portfolio Products: Schwab Adds Commission-Free ETFs
There are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
An Angry Bill Gross Tells Fed, Central Banks to ‘Get Off Zero!’
Savers are being "slowly cooked alive" by zero interest rates, Gross said, "while central bankers focus on their Taylor models and fight nonexistent inflation.”
Some Americans Would Rather Clean Toilets Than Pick a Health Plan: Survey
Aflac study finds that most people spend less than 30 minutes researching health benefits; advisors can help change this.
Top Portfolio Products: New ETFs From State Street and Direxion
Hedge your currency risk or double down on a leveraged sector stock bet? That's what some of this week's new portfolio products offer.
School Daze: Limiting Liabilities of College Students
It’s understandable that college students will make poor decisions, but ensure your clients are protected from those risky choices.