Can Your Clients Answer the 'Big 3' Financial Literacy Questions?
By John ManganaroIf they can't, a new analysis warns, it's more likely they will make costly retirement planning mistakes.
April 11, 2023
These Personality Traits Could Affect How Your Clients InvestHave a neurotic client? This trait, among others, may be affecting their holdings, new research suggests.
April 10, 2023
Anxiety Abounds as Americans Contemplate Social Security, Market RisksMost Americans feel they can't "count on" Social Security for a dignified retirement, a new survey shows.
April 04, 2023
Here's How Much Money Americans Think They Need to Retire ComfortablyJust 21% of survey respondents 45 and older in 2023 expect to reach this target, down from 24% in 2022.
March 30, 2023
Affluent Asian Americans, Pacific Islanders See Passing on Wealth as Key Financial GoalIn choosing an advisor, 34% of wealthy AAPI respondents said a strong record of investment performance matters, says a Merrill study.
March 27, 2023
The Real Secret to Retirement HappinessHere's a factor that has a dramatic effect on retiree satisfaction and longevity — and isn't tied to wealth, a recent study finds.
March 24, 2023
Young 401(k) Savers Are Getting RicherNew research shows how these investors are well on their way to becoming great potential advisory clients.
March 23, 2023
Falling Asset Values Could Put More Banks in JeopardyResearchers estimate that falling asset values could lead to deadly depositor runs at 186 financial institutions.