10 Cities With the Most Ultra-Wealthy Residents
By Michael S. FischerThe number of people with $30 million or more in the U.S. rose 13% in 2023, according to Altrata.
September 20, 2024
12 Fastest-Growing RIAs in 2024These firms posted the highest growth rates in assets and number of clients, according to SmartAsset.
September 20, 2024
8 Views From Advisors and Clients on the Future of Financial PlanningNew FPA and Allianz research looks at how advisors are adapting to meet changing client needs.
September 18, 2024
10 Risky Stocks to Avoid: MorningstarWhile most of these stocks come from good companies, they're trading far above what they're worth, analysts find.
September 18, 2024
12 States With the Lowest Property Tax Rates: 2024What homeowners pay can vary widely, the Tax Foundation reports.
September 17, 2024
8 Useful Phrases That 'Plant a Seed'To get your client or prospect to take the next step without sounding aggressive, plant an idea.
September 16, 2024
Top 10 Dividend Stocks to Buy Now: MorningstarThe research firm favors stocks with durable dividends, and investors should buy them when they are undervalued.
September 13, 2024
15 Best Countries for Retirement Security: 2024The U.S. dropped two spots in Natixis Investment Managers' annual ranking.