The life settlement industry has an exceptional opportunity to re-cast how it is perceived by the financial planning community. It should begin soon and stress education and opportunity.
Clear as mud.
After topping $2 trillion in U.S. assets, the ETF market still remains a mystery to many investors. In a recent survey by Fidelity and BlackRock, less than one-third (32 percent) of individual investors currently own ETFs in ...
The National Endowment for Financial Education and the Financial Planning Association have launched a tournament bracket of their own—to help investors and consumers determine their top four financial priorities. The groups also had financial...
Company stock in retirement plans has been falling out of favor in the post-Enron era. But the concentration of employer stock in 401(k) plans is higher today than you might think. The numbers should raise red flags for advisers aiming to...
Managed investment solutions are on the rise. | urfinguss/iStock/Thinkstock
Assets in managed accounts, such as rep-as-portfolio manager programs, unified managed accounts and mutual fund advisory programs, passed $4 trillion at the end of...
