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Copyright © 2018 ALM Media Properties, LLC. All Rights Reserved.
December 13, 2018
Within a month of the tax reform law's passage in December 2017, 67% of CPA financial planners had discussed the effect of tax reform with their clients,…
December 13, 2018
Outflows accelerated and operating margins declined.
December 12, 2018
Researchers looked to social psychology to understand how and why people give, looking at women's issues in particular.
December 11, 2018
Advisors’ confidence in the economy is at the same level as last year, SS&C finds.
December 11, 2018
An improved Yodlee user experience is among the announced enhancements.
December 07, 2018
Many donors and advisors see these vehicles as nearly interchangeable, yet they receive different regulatory and tax treatment.
December 07, 2018
YCharts tells advisors how they can better cater to millennials’ needs.
December 05, 2018
“People often underestimate the benefit of something as simple as being organized,” according to Citizens Bank.
December 04, 2018
“High-net-worth clients expect exceptional client experiences in all facets of their lives,” SEI's John Anderson says.
December 03, 2018
For the first time in the 20 years of available data, a 60–40 portfolio outpaced all Ivies in terms of 10-year performance, Markov Processes International reported.
December 03, 2018
Investors are seeking income mainly through dividend-paying equities, a survey says.
November 29, 2018
Less than a third of employees said they were using benefits to their full potential.
November 29, 2018
Disaster relief and health matters are donors’ chief priorities, a survey found.
November 28, 2018
A Business Insider report focused its ranking on tax filers with incomes exceeding $500,000.
November 28, 2018
A Business Insider report focused its ranking on tax filers with incomes exceeding $500,000.
November 27, 2018
Advised retirement accounts also have less concentrated stock positions than self-directed ones, Schwab found.
November 21, 2018
Equities were U.S. entrepreneurs' top allocation, beating out even their own businesses, BNP Paribas reports.
November 21, 2018
Giving by the wealthy is rising as it decreases among others, and that's a problem, a progressive think tank says.
November 18, 2018
EY survey finds investors want customization and nontraditional exposures.
November 18, 2018
Investors in both parties, though, agree on which sectors offer the best opportunities.
November 14, 2018
Investors’ outlook on the global economy, though, is the worst since November 2008.
November 13, 2018
As You Sow, a nonprofit, offers way to assess companies’ treatment of women in the workforce.
November 13, 2018
DAFs’ grant payout rate is nearly four times higher than that of private foundations.
November 12, 2018
For millennial workers in a survey, equity compensation made up 42% of net worth.
November 12, 2018
AARP report addresses misconceptions and realities about Social Security and bankruptcy, reform and taxes.
November 08, 2018
A Citi Private Bank report focuses on threats to ultra-HNW families’ privacy, and explains how to diminish those risks.
November 07, 2018
A Better Business Bureau report finds a big generational gap in how nonprofits are perceived.
November 07, 2018
Americans who said now is good time to buy fell to a near-record low.
November 06, 2018
The Chronicle of Philanthropy ranked 100 nonprofits by the total value of gifts of money and stock received in 2017, and excluded government grants.
November 06, 2018
Impact investing and social good help localities thrive, a Prudential Financial poll finds.
November 06, 2018
Market fluctuations and trade concerns push investors away from individual stocks.
November 01, 2018
Giving traditions help build closer family relationships, Fidelity Charitable finds.
October 31, 2018
Managed360 is fully integrated within Pershing’s technology platform and comes on the heels of its ManagedConnect rollout.
October 31, 2018
Glassdoor ranked the cities based on job openings, housing affordability and job satisfaction.
October 30, 2018
A younger and more diverse pool of donors is reshaping the future of giving, U.S. Trust reports.
October 30, 2018
Institutional investors see an opportunity to remedy gender-specific social issues.
October 30, 2018
Voters who live in counties with high political competition give less to charity, a study finds.
October 29, 2018
Absent a market rebound, Americans’ record personal financial satisfaction could sour.
October 26, 2018
The number of fund management firms active globally will grow by 21% over the next five years to 34,000, Preqin predicts.
October 23, 2018
Asking study participants to visualize their retirement prompted them to save up to 50% more per paycheck, Capital Group found.
October 23, 2018
Young investors worry that Social Security won't be there for them but are intimidated by stock investing, a survey found.
October 22, 2018
Younger investors were significantly more optimistic than baby boomers, an E-Trade poll found.
October 19, 2018
A survey finds a big age-related disconnect around understanding of values-based investing strategies.
October 16, 2018
Total assets more than doubled from 2012 to 2017, Cerulli reports.
October 16, 2018
A record 85% of fund managers think the economy is late in the cycle, the monthly survey found.
October 15, 2018
AARP also launched a resource center that includes guidance on when to claim Social Security benefits.
October 15, 2018
The five-time Morningstar Fund Manager of the Year Award nominee manages about $47 billion in client assets.
October 12, 2018
Academic researchers analyzed the surge in giving after President Trump's election, including who donated and who benefited.
October 12, 2018
Fidelity Charitable poll finds six in 10 Americans plan to itemize in 2018.
October 10, 2018
The new system will enable Robinhood to custody all customer assets.
October 10, 2018
These places are likely to be small or midsize, an analysis of 46 cities by FitSmallBusiness found.
October 08, 2018
Active management eked out a win over passive investments.
October 05, 2018
“Massive fines on firms have lost their power to shock,” a Duff & Phelps managing director said.
October 04, 2018
A MoneyUnder30 study finds that what millennials don’t know can hurt them.
October 04, 2018
Investors drew different economic conclusions based on their beliefs and adjusted their trades accordingly, an NBER paper found.
October 04, 2018
The FPA has chosen Martin Seay as the 2019 president-elect.
October 03, 2018
The Society of Actuaries asked millennials, Gen Xers, early and late boomers and Silent Generation investors how they were doing financially.
October 02, 2018
In particular, younger women in the U.S. align their wealth management goals with social causes, an RBC Wealth study found.
October 02, 2018
A MassMutual study finds LGBTQ investors confident about retirement but worried about volatility.
October 02, 2018
A report finds divergence between institutional and retail investors on some topics.
October 01, 2018
For most consumers, however, access to a person was essential.
September 28, 2018
Millennials allocated more to ETFs and cash than their older counterparts.
September 26, 2018
Americans are losing their optimism in this cornerstone of the nation’s identity, Northwestern Mutual reports.
September 26, 2018
More than half of workers under 30 expect their employer to help them pick the right investments versus 18% of workers over 55.
September 24, 2018
But wealthy people who do leave charitable bequests tend to make huge gifts, Urban Institute finds.
September 21, 2018
ESG's popularity is taking off, but a significant gap exists between investors’ good intentions and action.
September 20, 2018
Confusion about what "sustainable investing" even means is a barrier to adoption.
September 19, 2018
Many business owners plan to donate some of the proceeds when they sell their firms, Fidelity Charitable finds.
September 18, 2018
The U.S. is the most-favored equity region globally, according to Merrill's fund manager survey.
September 17, 2018
Research shows companies with strong 401(k) plans have higher margins and revenue per employee.
September 14, 2018
The Global Financial Centers Index ranked 100 cities based on 137 factors.
September 13, 2018
The priest, who is also a hedge fund manager, is accused of making false statements to drive down a stock his fund was shorting.
September 11, 2018
The U.S. rose a notch in this year's ranking by Natixis Investment Managers.
September 11, 2018
Executives are worried about trade policies but optimistic about the effects of the tax overhaul, the survey found.
September 11, 2018
Cryptocurrency funds plummeted along with Bitcoin, Ethereum and Ripple.
September 05, 2018
The tax overhaul was unpopular, but that's not the only reason, according to the Brookings Institution.
September 04, 2018
A Nationwide survey explores how investors have changed and how advisors have shifted to meet their needs.
September 04, 2018
Each firm has a special strength, depending on what investors want.
August 31, 2018
A sizable number of IRAs have "extreme allocations" to equities.
August 31, 2018
Investors say they pay close attention to inflation, but most don't even know what the current rate is, a survey found.
August 28, 2018
Members of the elite investing club cut their real estate allocations by three percentage points.
August 27, 2018
Nearly 3 in 4 investors want individualized 401(k) help, a Schwab survey found.
August 24, 2018
WalletHub studied 182 cities and found these to be the least retirement-friendly.
August 21, 2018
Among 182 cities studied, WalletHub finds these the most retirement-friendly.
August 17, 2018
Council on Foundations and Foundation Center analysis covers the period from 2011 to 2015.
August 16, 2018
TIAA survey of employers reveals what workers would choose for retirement: lump sum payout or lifetime income?
August 15, 2018
Women, people of color and those with lowest income particularly rely on Social Security.
August 14, 2018
Investors, though, remain very worried about a trade war.
August 13, 2018
Many community foundations benefited from last year’s strong economy and stock market performance.
August 13, 2018
In particular, they're confused about good and bad debt, a Schwab survey finds.
August 10, 2018
The pace of new fund launches is surprising given depressed prices and regulatory scrutiny, a research firm says.
August 08, 2018
These jobs do not require quantitative analysis or coding skills.
August 07, 2018
Nontraditional investment vehicles are becoming mainstream, a poll finds.
August 06, 2018
ARMs borrowers have experienced monthly mortgage payment increases.
August 06, 2018
Robust market returns, disaster relief and uncertainty about tax reform drove giving.
August 02, 2018
On average, women expect to outlive their money; men don't, MassMutual finds.
August 01, 2018
Here's what Americans really want to know about their money, according to an analysis by Liberty Bank.
August 01, 2018
Most retiree households maintain their giving even as other spending decreases.
July 31, 2018
Financial advisors can help those who worry they’re too late to meet their savings goal.
July 31, 2018
Nearly half of workers retire earlier than expected, Morningstar says.
From LPL Financial
Learn how to customize “life portfolios” to address your clients’ evolving needs, doing what’s best for them, while also running a profitable business.
From Schwab Advisor Services
Advisors are choosing the independent RIA model now more than ever. Discover 5 different paths you can take to independence.
From Edward Jones
Discover how to create a win-win for clients and your financial advisory business.
From Edward Jones
The future is now and you must learn how to take advantage of the benefits created by the arrival of AI or be left behind.
From Edward Jones
Traditional outbound marketing efforts will no longer cut it. Discover how to embrace the wave of the future today.
From LPL Financial
Learn how to better evaluate your options and make the best long-term decision for you and your clients when looking to grow your business.
From Lincoln Financial Group
Your clients may not understand what their true medical and care needs will be in the future. Use this workbook to walk them through what to expect.
From Lincoln Financial Group
As the Baby Boomer generation continues to age, their needs will continue to grow. Help prepare them for the future before it’s too late.
From Smarsh
You can remain compliant while still taking advantage of modern tech tools to help you be more productive. Find out how!
From SEI
Interested in learning why it may be time to look beyond the traditional AUM model to keep up with evolving trends?
From Orion Advisor Services
Don’t be caught unaware by unexpected fee compression. Learn how to prepare for trouble before it shows up.
From LPL Financial
Growing your business through personalization of the client experience sets you (and your clients) on the best path for the future.
From Edward Jones
In planning for the future of your practice, do everything you can to ensure a smooth transition for your clients.
From Cavanal Hill Funds
Find out how to help your clients best navigate investing in fixed income funds to boost their portfolios.
From Orion Advisor Services
Staying with the outdated technology tools you already have may seem easier, but the costs of being left behind could soon add up.
From LPL Financial
Discover how showing your value through meaningful connections brings in prospects and strengthens bonds with clients.
From LPL Financial
The decision to make a business move can be more difficult than the actual process, but it doesn’t have to be.
From LPL Financial
Get an in-depth look at what top advisors do to manage their operations, strengthen their relationships, and lock in future value.
From Smarsh
The new generation of clients and employees want to communicate through text messaging. Learn how your firm can make changes to accommodate this preference.
From LPL Financial
Learn actionable strategies you can use to reassure and reinforce your value during uncertain times.
From Smarsh
It’s easier to just close your eyes to the risks modern technologies can create, but you must not let your firm continue to follow risky routines.
From American Portfolios
Get three key strategies to help keep clients from harming their own financial futures.
From Schwab Advisor Services
Are you ready to go independent? Thousands of advisors have made the transition. Learn how with this guide.
From LPL Financial
As regulations tighten, technology evolves and generations shift, more people look to financial advisors for guidance. Understand why and how you can capitalize on it.
From LPL Financial
The Tax Cuts and Jobs Act of 2017 ushered in the most comprehensive changes to the tax code we’ve seen in three decades -- learn how it can benefit you and the future of your practice.
From American Portfolios
Don’t leave your clients and employees high and dry-- start planning for the future of your practice now.
From Orion Advisor Services
Comprehensive reporting on alternative investments as part of a larger portfolio does not have to be troublesome. Learn more about the biggest challenges and how to overcome them.
From American Portfolios
The tax reform bill passed at the end of 2017 means big changes. Learn the ins-and-outs from this comprehensive guide to help your clients navigate the changes.
From Schwab Advisor Services
Why more advisors are choosing to become RIAs
From American Portfolios
Having a succession plan and ensuring the continuity of business--not only for the advisor, but for the clients they are charged with protecting--is an integral aspect in business of any kind.
From American Portfolios
As an investment professional, video marketing can be a very powerful tool that you can utilize to enhance your practice.
From American Portfolios
Millennials are the future of your practice; both as clients and employees. Understand how they think to capture them as clients, attract them as employees and retain them as firm succession plans.
From American Portfolios
Reviewing this paper and incorporating the steps included into your 2018 marketing plan will enable you to be effective and take advantage of the huge swells soon to come.
From American Portfolios
Secure the future of your business with customers from the largest generation in history.
From American Portfolios
Variable annuities are simplifying, bringing new opportunities to grow your business. Take a quick dive into recent product evolutions and how to identify the best clients to engage for conversation.
From American Portfolios
Consider the benefits of converting to a fee-based model, along with comparing it to a commission structure.
From American Portfolios
Download this complimentary White Paper to learn the 7 key considerations that will transform your business.
From American Portfolios
Build your practice focusing on managing risk and solving for the four common dreams shared by the affluent baby boomers.
From American Portfolios
Learn about the challenges and benefits of Baby Boomers and Millennials working together. Find solutions on how these generations can come together to best serve clients as the industry evolves.
From American Portfolios
ESG Investing is growing substantially as Millennial investors fuel demand for products. This guide outlines ESG history, portfolio opportunities and why ESG is positioned for massive growth.
From American Portfolios
Solidify your cyber-strength with layered cybersecurity. Learn about password management systems and how combining them with two-factor authentication helps keep your online accounts safe.
From Orion Advisor Services
Learn how independent advisors are using new optimization technology to stay competitive and maintain premium pricing, while the industry trends towards discounting and commoditizing services.
From LPL Financial
A comprehensive handbook for attracting clients through digital marketing.
From Orion Advisor Services
In an increasingly competitive industry, advisors and independent broker dealers need to differentiate their firm. Learn how providing tax alpha at scale gives you a major competitive edge.
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Copyright © 2018 ALM Media Properties, LLC. All Rights Reserved.
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