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As the baby boomer generation ages, the number of people with Alzheimer’s will climb: an estimated 16 million are expected to suffer from the disease by 2050, up from 5.4 million today, according to the Alzheimer’s Association. One...
Another round in the highly politicized battle over who will oversee investment advisers is brewing. The House of Representatives plans to hold a hearing on Sept. 13 on provisions of Dodd-Frank that govern the regulation of broker/dealers and inv...
Families who have most of their wealth tied up in a thriving family business present a classic double-edged sword dilemma for wealth managers. To be sure, the potential market is large and lucrative: Nine out of 10 businesses in the United States...
Assets in college-targeted 529 savings plans are growing at double-digit rates, but financial advisors appear to be on the sidelines when it comes to working with clients on the product, a new report by Fidelity Investments suggests. In only 38...
Coeur d'Alene Resort, Idaho: “I really enjoyed what you had to say on social media marketing,” began Ashley in an uneasy tone as I exited the ballroom. She continued, “But I don’t understand how I should be using social media when the markets are...
Phoenix—“The market volatility is getting to everyone,” Greg moaned as we chatted briefly following my talk. “I recognize that it’s a perfect storm for rainmaking, but I can feel my support personnel getting pulled into the panic. I guess it’s...
The Certified Financial Planner Board of Standards has decided that applicants for the coveted CFP mark must take a controversial 45-hour “capstone” course, starting next year, before being allowed to sit for the certification exam...
The independent b/d industry successfully lobbied to amend a bill recently introduced in California that would prohibit the “willful” misclassification of independent contractors who fit the definition of an employee...
