Filmmaker Katharine Round has launched a project to make a documentary on the global economy and its impact on the working practices, lifestyles and psychology of people from Wall Street to Main Street.
Many branch office managers—most of whom are baby boomers—use recruiting and management techniques developed 10 or 15 years ago. But as the industry evolves, and the next generation of advisors comes on board, management strategies must change, experts say.
Marc Chaikin, stock market expert and the creator of Chaikin Money Flow, demonstrates how to build portfolios that outperform the market and beat robo advisors. He'll demonstrate the simple way to find trends in equity sectors—and use a combination of stocks and ETFs to construct strong client portfolios....More
Say “retirement plan” and most people today think 401(k). 403(b) plans are generally considered the exception or the anomaly, and until several years ago, they really were quite different from 401(k) plans....More
Recent statistics show markedly improved longevity rates. Between 1985 and 2010, the number of people living past age 90 tripled and will quadruple in the next 40 years. In addition, death rates for various diseases including the two leading killers (heart disease and cancer) have decreased from 38% to 13.5% over the past 10 years....More