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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For decades, Americans have been retiring later and later in life. Now 20% of the population is giving up on the idea altogether.
July 24 -
Whether it's due to a health problem or a layoff, many Americans don't get to choose when they leave the workforce. Advisors can help them be ready.
July 19 -
From April to June, the firm's net income was $1.3 billion, down from $1.8 billion in the second quarter of 2022.
July 18 -
Are special purpose acquisition companies the wave of the future, or a waste of space? The experts weigh in.
July 17 -
To pay for their kids' education, many Americans are postponing their golden years — or cracking open their 401(k)s.
July 14 -
Americans with student loans still have options. Here's what they should know.
July 12 -
The firm's employee brokerage is bringing Alex. Brown, which it acquired in 2016, more firmly into its fold.
July 10 -
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The oldest segment of the U.S. population is rapidly growing, creating both opportunities and challenges for financial advisors.
June 30 -
The Financial Independence, Retire Early movement presents a unique challenge for advisors: Keep the dream alive, or throw cold water on it?
June 29 -
Deciding your own salary may sound exciting. But when getting a business off the ground, the pay question can be a delicate balancing act.
June 27 -
A 2018 law protects wealth managers who report scams against seniors — but it can only help them if they're aware of it.
June 16 -
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Even if it's uncomfortable, Lester said, sharing personal experiences can help earn the trust of millennial and Gen Z investors.
June 12 -
Gen X Americans stand to inherit $29.6 trillion by 2045. Only 12% think they'll see the money.
June 8 -
We're celebrating wealth management's up-and-coming new talents. Here's how to throw someone's hat in the ring.
June 7 -
When changing homes, is it ever possible to sell high and buy low? Or is profit not the point?
June 6 -
Series I bonds were such a good deal last year that one New York lawyer bought $20,000 worth of them. One year later, what, if anything, should he do?
June 2 -
Rollovers are difficult, complicated and prone to costly mistakes. In other words, they're a chance for wealth managers to shine.
June 2 -
Investors with between $250,000 and $1 million outnumber the ultrawealthy by 2.5 to 1. For financial advisors, that could be a huge opportunity.
June 1
