More than 80% of people who do not work with a financial advisor only plan their finances for the short term, according to a new global survey by deVere Group, the world’s largest independent international financial consultancy group.

In order for advisors to stand their ground to direct providers like Fidelity, Schwab and ETrade, they must not lose sight of younger and low to middle market investors, says Bing Waldert, director at Cerulli Associates.

Following a bearish May, investor confidence shot up in June, according to the State Street Global Investor Confidence Index released Tuesday.

Government policy is becoming a more prominent topic of conversation between financial advisors and their clients, according to a recent study as well as anecdotal reports -- and remarks by the Federal Reserve chairman last week on the future of the Fed’s stimulus policy have spurred even more discussions about government policy.

Women in the United States account for about 47% of the workforce, compared to roughly 29.6% in 1950, according to data from the U.S. Labor Force. No doubt about it, female influence in the workforce is growing. Yet, the gender divide among advisors at the some of the largest firms is pretty striking.

Financial institutions should develop distinct service offerings for young investors that speak to them at their life stage.

More than 60% of high-net-worth clients expressed a high degree of trust in both their wealth managers and their firms, according the World Wealth Report 2013, but a majority prefer to work with a single firm to “manage all of their financial needs."