Well-off investors with an eye on imminent retirement may be pinching their pennies more forcefully in the final stretch, a new Merrill Lynch Affluent Insights Survey suggests. Among those with investable assets of $250,000 or more who plan to...
National registered investment advisor HighTower’s latest recruits hail from Merrill Lynch and The Presidio Group, and are based on either side of the country. ...
Exchange traded funds are becoming a mainstay in portfolios managed by RIAs, valued for their liquidity, ease of access, transparency and (usually) low cost. Although the pace of growth has slowed in recent years —Morningstar says the industry...
In addition to his careers as a writer and financial planner, Carl Richards is adding a new position: “chief storyteller,” as he puts it. With the kind of story he has to tell, it’s a title that works. ...
Last year’s market volatility apparently didn’t discourage retirement savers from sticking to their plans, but it didn’t encourage more frugality either. ...
It isn’t such a long time since last year’s market rollercoaster, which may explain the investor distrust of advisors that’s surfaced in a recent poll sponsored by data aggregator ByAllAccounts. Of the 195 investors surveyed, nearly 63 percent...
The road to independence can be financially remunerative more quickly than most advisors might guess, a new survey by Fidelity Investments suggests. ...
Two months after Chief Executive Frank Maiorano left Trust Company of America, another top executive has left the Colorado-based custodian for a key post at Fidelity Institutional Wealth Services. ...
The latest advisor team to be recruited by United Capital Financial Advisers has a story that might resonate with other practices that are feeling a change in the industry’s climate. ...
