Financial advisors’ confidence in the economy and the markets dropped 4.6 percent in March as respondents absorbed the fall in oil prices, the rise in the dollar and bond repurchases in Europe sending yields there close to zero.
The women on WealthManagement.com's Top 25 Women RIAs list are more than just advisors, of course. They are entrepreneurs, owning at least 25 percent of some of the largest RIAs around the United States.
As advisors, your business depends on guiding individuals and families in crafting a financial plan. It’s alarming, then, to realize that most families don’t have one. Even worse, many may not even know what you're talking about.
Researchers are finding that aging is not what it used to be. As people get older, friendships, creativity, earning ability and satisfaction with life can flourish. Test your knowledge of new trends in aging.
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