The alternative investments universe generally consists of investments outside of publicly traded real estate, equity and debt. It includes investments ranging from private commercial real estate, hedge funds and managed futures, liquid alternati...
Retirement confidence is rebounding after a seven-year decline, with 18 percent of workers now very confident in their financial security in retirement, up from 13 percent in 2013, according to a new survey the Employee Benefit Research Institute...
Earning a CFP designation, while not a necessity, seems a commonplace task for students graduating with a financial planning degree. Yet the cost of the exam can be prohibitive for many.
Structural and regulatory changes have motivated larger bond dealers to scale back their capital commitments – with significant implications for fixed income managers...
Welcome back to WealthManagement.com’s 2014 bracket tournament. We're asking readers to weigh in on who they think is the most influential person in wealth management today. Is it one of the regulators who create compliance headaches for advisors...
In 1994, the now famous financial planner William Bengen developed what today is known as “the 4% rule.” Bengen gathered stock and bond performance data dating back to 1926 and modeled a hypothetical 50/50 portfolio using 51...
The CFP Board announced Thursday it’s getting more involved in expanding the intellectual heft of the advisory profession, even as it trims down its time-intensive examination process...
