Ballooning health care costs mean that more retirement nest eggs may be at risk, and a common retirement-savings metric may be luring Americans into a false sense of security.
Read MoreIn the surest sign yet that Sallie Krawcheck wants to be an RIA, the former wirehouse executive has filed an ADV but not, she reports, before applying mascara and giving herself an 'aha’ slap on the forehead
Read MoreAs the fall wedding season begins, advisers should make sure they have a comprehensive plan to help clients who are getting married.
Read MoreDoubleLine Capital, the fast-growing mutual fund firm run by Jeffrey E. Gundlach, opened its first commodities-based investment product to advisers Monday.
Read MoreWhen major stock market indexes are sliding downward at bobsled-like speeds, the idea of profiting from the turmoil can seem far-fetched to a typical retirement saver who sees only prospects for loss
Read MoreClients interpret that as an adviser not caring about them. It's just selling clients platitudes. What advisers can say, to a retired client, is that their monthly draw comes out of short-term government bonds, which rise in value during a crisis. In other words, we can coast for a year with uncertain stock prices.
Read MoreBrokers aren’t the only ones who should be concerned about the Department of Labor’s fiduciary proposal, according to a brokerage industry trade group.
Read MoreDavid Edwards, of Heron Financial Group in Nantucket, Mass., knows a lot about smooth sailing. Each year he hosts a sailing regatta in the British Virgin Islands to connect with ultra-high net worth clients.
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