More than ever, many investors are considering moving to maximize the savings available to them in retirement. Here are 150 of the largest U.S. cities, ranked by their quality of life, health care and affordability.
Today, more than 100 million Americans are members of a credit union. Yet surprisingly, 97% of these members don't have an established advisor relationship through their credit union. And the only thing standing between you and this sea of potential clients may be your broker/dealer....More
A new era of health care innovation looms on the horizon. Andy Acker, Portfolio Manager of the Janus Global Life Sciences Fund, explains why he still sees considerable growth potential ahead for the health care sector, even after a strong three-year run....More
Investors want advice on Social Security and are willing to make changes to get it. A majority of investors recently surveyed said they would switch advisors to maximize their Social Security benefits....More
Obergefell v. Hodges is a consolidated Supreme Court case involving same-sex couples, some of whom sought marriage licenses in Michigan and Kentucky despite state laws restricting marriages in the state to opposite sex couples...More
Less than half of next gen advisors have a high degree of confidence in their team leader's ability. The next generation advisor wants to be more engaged, believes they have more to add but struggles to find the best way to contribute to their wealth management team....More
Although still considered a minority in the industry, women are savvy advisors who control trillions under management. To even crack the top ten in WealthManagement.com’s annual Top Wirehouse Women list, advisors had to manage more than $1 billion in client assets.
Demographic patterns and research are clear: Generation Y – the most educated and digitally connected generation in history –will soon constitute the largest generation in the U.S. workforce, creating the most wealth....More
Despite the hype around the registered investment advisors with billions under management, sophisticated offerings and various forms of compensation methods available, the vast majority of these firms tend to be small shops seemingly running a fee-only advice business....More
In ABC's "Shark Tank," entrepreneurs look to jump-start their small-fish companies with some help from the "sharks," some of the biggest names in investing. Some have called the process a "feeding frenzy," but not all of the sharks are equal. Here is a ranking of the 11 sharks that have swam in the tank.
What does it take to lead a high performing team? Are you seeing the kind of ROI from your next gen advisors that you need to? Do you know what you need to do to ramp up next gen performance quickly and efficiently? There are ways to support the efforts of your next gen team to be more productive in less time, but you have to know the secrets to leading a high performance team....More
With the Fed poised to hike rates for the first time since 2006, many investors are concerned about the risks to their bond holdings. But rising rates also have positive aspects for some investors....More
Today's markets have been as uncertain as ever and several key themes seem to be at the forefront. The strength of the US dollar, the potential rise in US interest rates and mergers and acquisitions (M&A) activity are just a few of the main headlines we are keeping an eye on...More
These articles from the Investments & Wealth Monitor focus on tax-aware investing and include a look at the trinity of asset location (taxes, returns, and time horizon), tactics and strategies for tax-efficient investing, and an after-tax target few advisors have in their sights....More
More and more trusts are being drafted with a long, long time horizon. At the same time, there's a staggering increase in litigation. Is there a better way to design and administer trusts to emphasize the positive role that trusts can play in the lives of beneficiaries?...More
For the second year, the ADP Research Institute® examined the types of companies — by size and type of industry — that offer retirement benefits, as well as the retirement savings behaviors of approximately 10 million U.S. employees in 2014....More