You’ve heard of robo-advisors, but what about robo-PR agents? Introducing Finsource, the first fully automated public relations platform for financial advisors and wealth managers. For $99 per month, Finsource will create press releases, send t...
Six in 10 U.S. financial advisors say the majority of their clients are either in or nearing retirement, according to Russell Investments' latest Financial Professional Outlook survey. And that number is bound to increase with the aging Baby Boom...
In our last article, we took on the complicated topic of taxation of Social Security (SS) benefits. We now examine some the problems associated with SS benefits and how the creative use of life insurance can help fix these issues...
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They may not be accruing a lot of interest, but savings accounts are the financial tool that Americans are most thankful for, according to a survey by MoneyRates.com. The survey, which polled 2,000 adults in June, a...
(Reuters) - Retirement policy wasn’t on the ballot in last week's midterm elections. But the new political landscape could threaten the retirement security of middle-class households...
Private-sector employers have been moving away from traditional defined benefit (DB) pension for decades, and now they’ve got fresh motivation to stop offering them: rising worker longevity.
The Society of Actuaries (SOA) released the long-await...
Even when clients have a surplus of annual income to save towards an early retirement, the limits on retirement plan contributions don’t allow an amount necessary to achieve it. But annuities can offer nearly unlimited savings potential and...
Harvard University might not be the top business school in the United States according to Bloomberg BusinessWeek's latest rankings, but it still remains atop the WealthX list of business schools that have the most billionaire alumni. Harvard ha...
Sallie Krawcheck, the former Bank of America executive and chair of Ellevate, says she’s warming up to socially responsible investing. “I have to tell you: after years of dismissing values-based investing as a fringe activity, I have changed my v...
