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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From baggage tags to homemade tamales, here are some of the gifts financial advisors are giving to make clients' holidays merry and bright.
November 25 -
Financial Planning surveyed money managers across the country to find the firms where they truly thrived. Here are the top 18.
November 25 -
Health coverage. Holiday parties. Golf, football and soccer simulators. Learn why Dana Investment Advisors is the best place to work for money managers.
November 25 -
Not every investor is expecting a Trump boom. Some expect a crash. How should they adjust their finances — if at all?
November 20 -
In 2025, premiums for Medicare Part B will grow twice as fast as Social Security benefits — and those premiums are deducted straight from the checks.
November 13 -
For many investors, Donald Trump's re-election was an emotional shock. Here's how financial advisors can help keep their finances on track.
November 12 -
As the former president reenters the White House, significant changes to Medicare could be on the horizon. Here's what to expect.
November 11 -
Edward Jones' 2024 winning streak continues. In the third quarter, the firm's advisor headcount expanded and its net revenue rose by double digits.
November 8 -
Of all the social networks, LinkedIn may be the trickiest combination of social and professional. Here's how financial advisors get the most out of it.
November 7 -
As Donald Trump returns to the White House, what changes can seniors — and their advisors — expect to America's oldest social program?
November 7 -
At the start of November, wealth managers and their clients stood watching and waiting as America decided its next president.
November 5 -
These seven financial advisors — career changers, innovators and community leaders — are changing wealth management. Here are their stories.
September 24 -
Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?
July 16 -
Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next.
July 16 -
Investors poured cash into U.S. exchange-traded funds last month, but not every fund benefited. Here are the 20 that lost the most money.
July 12 -
U.S. exchange-traded funds raked in $82.4 billion last month, finishing out a strong first half of the year. Here are the funds that garnered the most investor cash.
July 11 -
Retirement advisors' confidence in the economy broke even in July, but a closer look shows rising anxiety.
July 8 -
After half a year on the market, we now know which spot bitcoin ETFs have taken in the most investor cash. Here's how they compare.
July 5 -
He owns the home. She pays half the mortgage. Is that fair?
July 3 -
The Fed's favorite inflation measure ticked downard last month. Will that be enough for it to cut interest rates?
June 28
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