Baby Boomers are terrified about the effect of health care costs on their retirement, according to a new study by Nationwide Financial. And they should be. The study showed pre-retirees have substantial misconceptions about the coverage under pro...
Dynasty Financial Partners brought onboard a founding member of one of its closest competitors on Tuesday. Ed Friedman, formerly the director of advisor development at Hightower Advisors, will now serve as Dynasty’s director of strategic relation...
What would investors’ ideal advisor look like? An older, white male, apparently. This certainly doesn’t come as a shock, given that the average age of advisors is around 55.
Spectrem Group recently conducted a study, asking investors to choose a...
There are fewer female advisors than male advisors; in fact, females make up only 12 percent of advisors in North America, according to PriceMetrix. But female advisors tend to have larger clients, a new report from the firm shows.
On ave...
For advisors who want more business, it may be as easy as limiting their services. Sounds like conflicting advice, but recent Cerulli Associates research shows that advisors who specialize manage nearly double the number of assets per advisor com...
