Only 18% of Financial Advisors' Clients Are Younger Than 50: Survey
By Michael S. FischerA new survey also asked about how advisors gained (and lost) clients and their biggest client problems.
September 10, 2024
High-Income Retirement Savers Still in a Post-Pandemic SlumpFor the top 5%, post-tax, inflation-adjusted income is 1.7% lower than it was before everything changed.
September 10, 2024
Fidelity Customers Hit Login TroubleDowndetector logged more than 10,000 problem reports for Fidelity around 11:20 a.m.
September 09, 2024
SEC Hits 9 Firms in Marketing Rule CrackdownThe RIAs ran ads with untrue or unsubstantiated statements or broke rules around ratings and testimonials, the SEC says.
September 09, 2024
Bob Doll: Recession May Be Inevitable, Despite Rate CutsImpending rate cuts may not be as bullish for stocks as investors expect, the market prognosticator maintains.
September 09, 2024
Physical Signatures No Longer Needed on Many Social Security FormsThe agency has digitized or removed signature requirements to ease the filing burden on consumers.
September 09, 2024
These Are the Biggest Causes of State Enforcement Actions, Securities Regulators SayFailure to register was a common charge in 2023, according to NASAA's just-released annual report.
September 09, 2024
New House Bill Could Create Roth-Like HSA AlternativeThe HOPE Act would provide some tax breaks for savers who don't use high-deductible health plans.