The Vanguard Group of Valley Forge, Pa., has created a 90-minute course for certified financial planners to present to women to help them invest. Called "Women and Money," the interactive workshop is part of Vanguard's financial education series.
The workshop is designed to help women increase their savings, allocate their investments to balance returns and risk, and to meet their retirement goals. The centerpiece of the workshop is a workbook for participants.
The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
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Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
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Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
