How Housing Wealth Really Flows Through Generations: Study
By John ManganaroA new analysis considers how housing market conditions experienced in childhood affect wealth accumulation in adulthood.
September 07, 2023
Is Your Client a Money Worshipper, Avoider or Vigilante?Findings in a forthcoming paper can help advisors personalize their approach with clients.
August 30, 2023
Why Your Black and Hispanic Clients Need a WillHaving a will increases the chances of achieving one's bequest target, a new study finds.
August 28, 2023
The Risks of Raising 401(k) Default-Savings RatesHere's why pushing default contributions rates ever higher may not be the best solution to the retirement savings shortfall.
August 23, 2023
10 New Stats on How Cash Comes Out of Indexed AnnuitiesAnnuity planning is best done with the help of a financial advisor, LIMRA's Marianne Purushotham says.
August 22, 2023
What Investors Really Think of AI-Generated Advice: SurveyMost, especially the young, want a second opinion from an advisor, according to the CFP Board.
August 18, 2023
Only 57% of Americans Feel Confident About Their Finances: SurveyThose who work with an advisor are more likely to feel confident in financial and nonfinancial areas of life.
August 04, 2023
Here's How Much People Think They Need to RetireConcerns about the impact of higher prices are widespread, yet inflation hasn't really disrupted savings efforts, Schwab finds.