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Investors were net sellers of equities in July, according to TD Ameritrade’s Investor Movement Index. The broker/dealer subsidiary of TD Ameritrade Holding said the selling, as well as lower volatility in widely held names (l...
For a long time, reverse mortgages were viewed by most clients and advisors as an expensive, complex and risky tool that put homeowners in danger of “losing the house.” They were often peddled on TV during cut-rate advertising...
The surprise result of the Brexit referendum on June 23 has sent shockwaves through the financial world. This increased uncertainty and volatility has accelerated the trend of Asian high net worth (HNW) individuals looking to the West, both...
In recent years a major focus for employers has been pension risk management. For those companies that sponsor a traditional pension plan, one of the most common strategies is offering a “lump sum window” to terminated employees who...
The 2016 campaign is shaping into one of the most divisive elections in history, and a new study finds that one party has an advantage when it comes to planning for the future. According to Personal Capital’s 2016 Election Survey, Republicans...
