Four editors of investment newsletters are collaborating to offer free advice on no-load mutual funds on a new web site, Mutual Fund Flash (www.mutualfundflash.com). The four contributors include: Dan Wiener, editor of The Independent Adviser for Vanguard Investors; Jim Lowell, editor of the Fidelity Investor; Doug Fabian, president and editor of the Fabian Investment Resource; and Jay Schabacker, editor of Mutual Fund Investing.
Rich Guerrini said the bank plans to expand its advisor ranks by about 50% as it targets mass affluent and other new clients with personalized branch-based service.
The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.
Having potential spouses on the same page regarding money before taking their vows can help stave off hurt feelings later.
The focus of retirement planning is shifting, according to Morningstar experts, moving away from simple saving toward bespoke decumulation strategies and guaranteed lifetime income solutions.
Contrasting his firm with private equity-backed consolidators, Paul Shoukry said Raymond James has the luxury of recruiting advisors who will stay for the long haul.
Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.
