From the Editor: Investors Repeating Same Mistakes
Despite the explosion of data and the ability to look up almost anything instantly, investors are inexplicably adept at buying high and selling low.
More in Client
Only one-third of wealthy clients say their advisors are talking with them about planning for longevity risk, according to a new U.S. Trust study. more »
Trust is integral to any advisor-client relationship -- but what happens when clients hold back information that's critical to their financial health? more »
Clients are advised to name a beneficiary and back-up beneficiary of their accounts, and designating a trust is a good option if there are children from a previous marriage; Plus, how to prepare for a long retirement. more »
The ranks of the ultrawealthy are graying, and many are trying to figure out what their legacy will be. more »
Several of Steve Janachowski's clients are wealthy professionals with high incomes, but a lot of retirement uncertainty. more »
Enhanced programs will likely include financial planners. The initiative follows earlier legislation prompted by a Financial Planning investigation. more »
Forget about their growing accounts -- that's just one of the reasons Gen Y is a wothy crowd to pursue, say young planners who target this market. more »
Individuals don't need to talk to an insurance provider about long-term care, they need to talk to a financial advisor. more »
All types of care -- in-home care, adult day care, and facilities-based care -- are getting more expensive. But not all costs are rising at the same rate. See the latest data. more »
The investment industry has an age discrimination problem, and millennials and Generation X are bearing the brunt of it. more »
The common experiences of this younger generation makes them a different type of client than the traditional U.S. investors. more »
For advisors whose clients want some of their assets in real property, the current rebound creates both opportunities and challenges. Want to understand these clients a little better? A recent survey took a deep look at investment real estate buyers and identified several characteristics that set them apart. more »
More than half of global employers surveyed by Vanguard say they intend to boost company contributions to 401(k) plans in the next five years; Plus, almost half of American workers (45%) are not saving for retirement. more »
11 Creative Ways Advisors Have Changed Their Fees
The June Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

Already a subscriber? Log in here