5 Big Shifts That Will Reshape Wealth Planning in 2022 and Beyond: Northern Trust
By Michael S. FischerThe pandemic's impact will be felt long after it's declared over. Here's what advisors can expect.
December 21, 2021
In Volatile 2021, Most Investors Satisfied With Investment Decisions: StudyA third of survey respondents resolved to consult an advisor in 2022.
December 21, 2021
How Does Spending Really Change in Retirement?Several studies focused on new retirees suggest that retired households actually consume less over time.
December 21, 2021
Into the Unknown: Rethinking Return Assumptions for Financial PlansNeither historical long-term average returns nor the shorter-term assumptions of asset managers are ideal guides for today's investors.
December 21, 2021
Ex-OppenheimerFunds Analyst Pleads Guilty to Securities FraudThe New York funds analyst had been accused of misappropriating confidential info on pending trades by his employer.
December 21, 2021
5 States Where Dying People Are Most Likely to Be Working AgeIn November, the number of deaths of people ages 25-64 was still 18% over the 2015-2019 median.
December 21, 2021
FINRA Orders Advisor Group, LPL, MML, UBS, Wells Fargo to Pay $9.5M Over 529 PlansFINRA has been encouraging firms to self-report problems with 529 plan share class recommendations.
December 21, 2021
The 4% Rule Is Dead. What's an Advisor to Do?Flexible spending seems like an optimal approach, as does the right mix of stocks, bonds and risk analysis.