- Regina Johnson
Solid Relationships Fuel the Freedom to Invest
In 2021, half the consumers in America thought financial advisors were too expensive, while almost all who used an advisor said they were worth the money, according to a new survey.
- Advisors Staff
Simplifying 401ks for success
Much has been written recently about the wealth gap in the United States. The growth in income in recent decades has tilted to upper-income households, according to The Pew Research Center. “At the same time, the U.S. middle
- Advisors Staff
Small Firm, Big on Talent
The impact of the labor shortage on the financial and business services sector in the U.S. could amount to $436 billion by 2030, according to a recent report from Korn Ferry, the global organizational consulting firm.
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May 05, 07:43 am
Solid Relationships Fuel the Freedom to Invest
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Apr 27, 09:11 am
Simplifying 401ks for success
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Mar 31, 08:16 am
Small Firm, Big on Talent
- Joe Innace
Shunning The Wealth Manager Moniker
The wealth management industry in the United States is estimated at about $29 trillion, according to the publication Business Insider, citing statistics from Aite Group. And assets under management (AUM) of North American wealth
Since the pandemic, the percentage of investors wanting to invest in environmental, social and governance (ESG) products has nearly doubled, according to a recent survey conducted by Ernst & Young, and that figure is projected to nearly double
Total U.S. annuity sales were $62.3 billion in the third quarter, up 12% from third quarter 2020. Year-to-date, annuity sales increased 19% to $191.4 billion, according to results from the Secure Retirement Institute® (SRI®) U.S.
- Justinas Baltrusaitis
Major central banks pump $9 trillion into the economy amid pandemic
The coronavirus pandemic plunged the global economy into a historical crisis characterized by collapsing stock market, rising inflation and skyrocketing unemployment. To keep the economy afloat, central banks resorted to pumping more money
Total preliminary U.S. annuity sales were $62.2 billion in the third quarter, up 12% from third quarter 2020. Year-to-date, annuity sales increased 19% to $191.4 billion, representing the highest sales in the first nine months since 2008
- Bobby L. Hickman
Tax Changes Worry Investors
Financial advisors and their clients are increasingly concerned about how proposed changes in federal tax policies could affect future portfolio growth and retirement planning.
Two schools of investment thought often collide. One holds “Active Investing”– continuous portfolio monitoring and corrective intervention – adds little value. Indeed, “Passive Investing”
- Bobby L. Hickman
More Estate Planning Needed
Financial advisors are leveraging opportunities to broaden their planning portfolios by offering estate planning services to help clients address this significant yet underserved need.
- Bobby L. Hickman
"Marathon, Not a Sprint"
“Investing is a marathon, not a sprint” is a metaphor financial companies and business journalists sometimes use to describe long-term investment strategies.
- Joe Innace
Growing a Sustainable Garden of Business
People working from home report a Workforce Happiness Index of 75 out of 100, compared to 71 for in-office employees, according to a CNBC/SurveyMonkey
The U.S. Commerce Department reported in late January that real GDP decreased 3.5 percent in 2020 – the biggest annual decline since 1946 and the worst yearly plunge since 2009
- Joe Innace
Revealing an Advisor's Work Ethic
TV host and podcaster Mike Rowe – of Dirty Jobs fame – likes to say: “Work ethic is important because, unlike intelligence, athleticism, charisma, or any other natural attribute, it’s a
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