Asset Protection Tops Portfolio Growth in New Advisor Survey
By John ManganaroAn Insured Retirement Institute survey sheds new light on the evolving relationship between advisors and their clients.
September 08, 2023
How Target-Date Funds Can Shortchange MenAverage allocation shifts built into target-date funds may be more appropriate for women, new research shows.
September 07, 2023
Is Your Client a Money Worshipper, Avoider or Vigilante?Findings in a forthcoming paper can help advisors personalize their approach with clients.
August 30, 2023
Why Your Black and Hispanic Clients Need a WillHaving a will increases the chances of achieving one's bequest target, a new study finds.
August 28, 2023
The Risks of Raising 401(k) Default-Savings RatesHere's why pushing default contributions rates ever higher may not be the best solution to the retirement savings shortfall.
August 23, 2023
10 New Stats on How Cash Comes Out of Indexed AnnuitiesAnnuity planning is best done with the help of a financial advisor, LIMRA's Marianne Purushotham says.
August 22, 2023
What Investors Really Think of AI-Generated Advice: SurveyMost, especially the young, want a second opinion from an advisor, according to the CFP Board.
August 18, 2023
Only 57% of Americans Feel Confident About Their Finances: SurveyThose who work with an advisor are more likely to feel confident in financial and nonfinancial areas of life.