Kitces: The 5 Most Important Traits Investors Should Seek in an Advisor
By Jeff BermanWhat prospective clients shouldn't ask advisors: "What percent return should I expect if I hire your firm?"
August 22, 2022
10 Reasons to Call Clients Before Labor DayClients may not have given their investments much thought during the summer. Remind them that you have.
August 22, 2022
BlackRock Introduces Buy-Write Bond ETF SuiteThe ETFs seek to increase yield potential in what BlackRock calls the toughest fixed income environment in decades.
August 22, 2022
7 Reasons New York's $26M John Hancock LTCI Action Matters for AdvisorsOne takeaway is that advisors might run into Medicaid more often.
August 20, 2022
7 Reasons Buffett Loves Oil Giant OccidentalHis Berkshire Hathaway Inc. won approval to buy as much as 50% of the Occidental Petroleum's shares on Friday.
August 19, 2022
John Hancock to Pay $26.3M Over Canceled LTCI PoliciesThe life and health insurer reviewed its records and found 156 terminations affected by errors in New York.
August 19, 2022
Next Hearing Set for Suspect in BofA-Merrill Exec's KillingEx-Merrill advisor Anthony Duwayne Turner's preliminary hearing will take place more than a year after the homicide.
August 19, 2022
Retirees Stay the Course in Bumpy Q2: FidelityOf those who did make a change, 85% made only one, with most shifting savings to more conservative investments.