A recent Securities Industry Association (SIA) study on retirement identified a “wealth effect” that surfaced as homeowners amassed equity in their properties and perceived they had less need to save. Factors such as rising interest payments and higher energy prices may have also pushed many of your clients to back off from investing in their retirement. The SIA Retirement Study (available in the Web Extras section of www.investmentadvisor.com) found that half the net worth of many American homeowners is based on the value of their homes.
The bank was charged with fraud and misleading investors about its cross-selling results from 2002 to 2016.
The broker was terminated for alleged personal trading and related conduct involving a penny stock.
A survey from Nationwide teases out how these generations are different from each other and from older investors.
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