Nathan Place is a national reporter at American Banker. A native of New York City, he has worked for more than a decade in both print and video journalism. He got his start in Beijing, where he worked as a copy editor and reporter for China Daily. He then returned to New York, where he earned his master's degree from the CUNY Graduate School of Journalism. Since then he's worked as a reporter for the New York Daily News and The Independent, as well as a video producer for the Daily Mail, the Daily Beast and Men's Journal.
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The Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.
May 19 -
The vast majority of seniors surveyed about Social Security's COLA say the number should be as much as five times higher than the government is forking over this year.
January 3 -
A lawyer in New York needs help paying off her loans from law school. Are educational assistance programs the answer?
January 2 -
Getting healthy. Networking. Drawing the line on prices. Here are the ways wealth managers want to improve their practices — and their lives — in the new year.
January 1 -
Here are the ways Americans fell behind on their estate planning in 2024 — and how financial advisors can help them catch up.
December 26 -
As Americans prepare for a more crypto-friendly government, do digital currencies deserve a place in their nest eggs?
December 24 -
The bill now heads to President Biden's desk, but supporters and critics alike worry about how it will be funded.
December 23 -
Donald Trump has promised lax regulation of cryptocurrencies, and in a month he'll be president. Should investors buy in?
December 19 -
Health issues. Death. Politics. Some topics make for uncomfortable conversations, but financial advisors need to have them anyway.
December 17 -
Having missed out on yesterday's pensions and today's 401(k) features, the latchkey generation is woefully unprepared for retirement. Here's how advisors can help.
December 16 -
Here's a look at the lighter side of financial advising, from bizarre complaints to parking lot fraudsters.
December 13 -
In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.
December 13 -
Even among retirement-age Americans, many nest eggs are almost empty, according to an alarming new study by GOBankingRates.
December 12 -
Health care costs. Student loans. Domestic abuse. Are retirement plans addressing too many problems at once?
December 11 -
A young wealth manager has a vision for his new firm, but not every prospect fits into it. Should he be flexible about his client base, or stick to his target demographic?
December 9 -
Just before the year ends, Congress may pass the Social Security Fairness Act. Here's what's in the bill and who it's for.
December 6 -
"This will be the best economy of our lifetime," said one financial advisor in an unusually upbeat Arizent survey.
December 4 -
The New York firm is No. 1 on Financial Planning's list of the best RIA workplaces. Here's how it got there.
December 3 -
Which registered investment advisors have the best work culture? Here are the top 52, according to the employees themselves.
December 3 -
Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here's why — and how advisors can help.
November 27
