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Ever since the Great Depression of the 1930s, Social Security has been a major source of retirement income, and will most likely continue being so for generations to come.
March 8 -
More than four years after the financial crisis, individual investors remain wary about investing because of market volatility and past portfolio losses. David L. Giunta of Natixis says it is also clear how difficult it will be for advisors and other financial professionals to help these clients take steps to act in their own best interests. But, now is the perfect time for advisors to re-engage.
March 8
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Investors who trade frequently are upbeat about recent results, and that enthusiasm may translate into opportunities for advisors.
March 8 -
The three-year-old Tampa-based broker-dealer and RIA has opened a new office in Sebring, Fla., bringing on 17-year Merrill Lynch veteran Kelly Connelly as a financial advisor and first vice president of investments.
March 8 -
Mutual funds continued their inflow streak yet again the week ended Feb. 27, but domestic equity funds saw their first outflows since the week ended Dec. 31, 2012.
March 8 -
Flows into tax-exempt money market funds were positive by $17 million in the week ended March 4 as total net assets only increased to $278.79 billion, according to The Money Fund Report, a service of iMoneyNet.com.
March 8 -
For the first time in nine weeks, muni bond funds that report flows weekly recorded outflows for the week of March 6, at $97 million.
March 8 -
Survey respondents estimate they will need on average about $66,000 in annual income, significantly less than their current average income of $115,000.
March 7 -
More than a third (35%) plan to spend all or part of the refund, while only 16% will save it. Nearly a quarter (22%) will use the refund to pay down debt and 4% will invest their returns.
March 7 -
Zinder notes that there are 200,000 financial advisors, but that only about 1,000 or so are producing $1 million a year. What are they doing that youre not?
March 7
