The more affluent middle-aged set still has lots of cash to invest, since it remained mostly unmoved by the frenzy led by Robinhood day traders in April and May.
Investors continue to pile into gold-backed exchange-traded funds, with holdings at a record.
The company allows family offices and rich individuals to analyze their public and private investments in one digital platform, and also stores documents for their holdings.
The Fed chair in his remarks to lawmakers struck an optimistic note on what he is seeing as economic activity resumes.
Economists estimate that 68% of eligible unemployed workers saw their income go up relative to what they were making while employed. For one out of five unemployed workers, the benefits were twice as large as previous earnings.
We have heard from five prospects that our site looks “dated.”
I’ll show you how to take your email marketing to the next level with automation.
It started with an offhand comment from a developer I retained for a new website. He asked, “Do you want the website to be ADA compliant?”
After years working with those age 65-plus in their transition to the Medicare system, I’ll share some ideas and tips that will lead to some great conversations between you and your clients – and, likely some added revenue for your practice.
Of the 20 million Americans who have lost their job in the virus-induced crisis, many more have been individuals without a college education than those with at least a bachelor’s degree.
The richest liberal arts school in the U.S. is reducing its cost by 15% for families on a one-time basis for the coming academic year.
He argues stretched corporate balance sheets and overly rosy economic projections make it too early to dive back in.
Historically low bond yields threaten the diversification value of bonds in the traditional 60/40 allocation.
Here are the six key investment-platform considerations for brokers moving to an RIA.
Incredible as it may sound to nearly all observers – once they learn what MMT says – its basic economic tenets are agreed to by most knowledgeable economists. The dispute is not really over its core economic model; it is over fears of its perceived political implications.
With more advisors turning to social media during the pandemic, your LinkedIn profile picture has to be killer. I’m going to start with some smile basics, and then I’ll describe specific types of smiles and how to pull it off.
Wall Street deals are on hold. Its skyscrapers are mostly hushed. But, in a subtle sign of New York City’s reopening, Franco Anzalone is finally cutting hair again.
The latest proposed rule change may make it harder for ESG funds to attract interest from retirement plans.
A simple mix of stocks and short to medium-term bonds is probably a better bet than investments widely peddled as inflation protection.
It’s part of the growing global trend of environmental, social and governance investing to put money in ventures that benefit society, but these fund managers think it also just makes business sense.
Just as any propaganda needs a certain germ of truth to grow from, so do bubbles. The FANGAM are incredible companies (germ of truth), and they function better in the virus-infested world (another germ of truth). But at the core, their existence is grounded in the world that is built of atoms, not bytes.
Wealth managers face a very challenging future, particular smaller advisors that will need to deliver more personalized services while charging lower fees, according to the Boston Consulting Group.
Let me help you learn from my mistakes. I’m a tech nerd. I go all-in when I find new tools that can improve my business.
Carlyle Group is pushing ESG strategies throughout its $217 billion portfolio, even if these businesses aren’t easy to square with a commitment to the climate.
The recent poor performance of value funds has led some investors to illogically shift to products with less exposure to the value factor. The evidence that the value factor has worked over long periods of time means you want more exposure to it, not less.
During the coronavirus pandemic, people are drinking less. (Yes, you read that correctly.)
An overwhelming majority of investors would be open to use so-called model portfolios to guide their allocation decisions -- if only financial advisors did a better job of explaining them.
Stiglitz urged politicians to assure citizens that public support programs will continue as long as needed.
If you were told that someone would offer you $750 for indebting each of your clients’ children, you would think they had lost their mind. But this is how student lenders operate.
Is there a way to help someone understand they are a poor communicator?
We are, in short, hitting the road as if it was 1957 again, implicitly heading for herd immunity — and substantially more excess deaths — until a vaccine turns up.
Rich hedge fund managers are talking about it. So are not-so-rich millennials. And fast-twitch gamers, and bored sports fans and -- in all likelihood -- some 15-year-olds you know.
Automatic enrollment initiatives build on one of the most important findings in behavioral science.
One shouldn't think about the "stock market." Instead, think of it as the "Spock market."
The concept of a website is simple. Understanding its function, crafting a compelling design and implementing your plan is challenging.
If not for yourself, make a succession plan for the best interests of your clients and team members.
Email marketing is a powerful tool to grow your business. But be aware of etiquette as well as some common pitfalls and mistakes that can cost you.
The tumultuous environment illustrates why a risk tolerance assessment exercise inspires confidence in clients.
There is accumulating evidence that market conditions are growing more attractive for showcasing stock-picking skills.
President Trump, like many others along the political spectrum, has derided the persistent U.S. trade deficit – particularly with China – as a waste of capital leaving our country. The view that the U.S. would benefit by correcting this imbalance is taken up in a new book, with a message that should concern all financial market participants.
Clients rely on their advisor to reach their financial goals, yet few seek the same level of personalized, professional service when it comes to making healthcare decisions. A health advisor fills that gap.
Volatile markets and the economic fallout from the virus could wipe out as much as $16 trillion of global wealth this year and hinder growth for the next five years, according to a study.
Looking to grow without a pipeline is like trying to lose weight without a plan or a scale
The Federal Reserve are incorporating pandemic analysis into bank stress tests that could lead to reduced dividends for shareholders.
I’m sharing and analyzing five examples of great visual content from financial advisors.
While such investors are generally small in terms of assets under management, they raise issues that are often backed by larger investment firms.
Reduced buying of goods or services that require in-person contact -- such as hotels, transportation and food services – suffered the most, while spending on things like landscaping services and home swimming pools didn’t fall.
Much about the business may need to be reimagined and reinvented in the process, but demand for what restaurants offer, though, is surely not going away.
The team is relatively young but also is interested in appealing to advisors who may eventually want to retire to Florida.
As inflows soar and market dislocations vanish, America’s exchange-traded fund market is back to the boom times.