‘Stan the Annuity Man’: Avenging Advocate for Annuity Truth
The straight-talking agent and consumer advocate tells ThinkAdvisor that advisors have “no clue” about annuities and says the products are victims of their own marketing.
These Female Clients Love Their Financial Advisors—Here’s Why
For insight on how to best serve female clients, the Raymond James Women’s Symposium turned to clients themselves.
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.
Family Wealth Advisors Struggle to Price Their Services
The lives of wealthy families have become increasingly complex, making it harder for family wealth providers to set client fees, according to a new study.
Employees With Responsible Investing Options Are Happier: Study
Employees who have access to responsible investing options in their retirement plans are more satisfied with their employers than those who don't, a Calvert study found.
Planning Challenges Persist for LGBT Clients Despite Marriage Ruling
At Pride Planners conference, experts discuss the remaining legal, estate planning and advocacy issues for LGBT clients, married or not.
The Rich Are Different. They're Better Investors.
New research shows that differences in investing skill may be a factor behind the rise in inequality.
Can Wall Street Cure Cancer?
MIT Sloan professor Andrew Lo is calling for an investable "mega-fund" for cancer research.
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.
Gender Differences Matter When Couples Donate to Charity
When a couple's income jumps, how is their charitable giving affected? It depends on whether the man or the woman got the raise.