Quarter of investors lack a financial plan, survey shows
A quarter of high-end investors have no financial plan, and close to 40% of that group doesn't anticipate building one. One common reason: apathy. “Our advice for individuals is to seek help and to really think about not only their investment but their financial future,” said Mike Spangler,
UBS biggest wealth firm, study finds
UBS AG, which is shrinking its investment banking business, overtook Bank of America Corp. to top a ranking of the world's biggest wealth managers compiled by Scorpio Partnership.
66 is magic number for retirement age
Sixty-six is the magic retirement age for those seeking full Social Security eligibility, but Medicare eligibility appears to be a considerable factor for those who decide to stop working at 65.
Housing market still has cracks, Moody's says
Investors, beware: Delinquency rates are rising for some homebuyers, according to report
Health costs drop, but don't get excited
The magic number for health care costs for a 65-year-old couple leaving the workplace this year is $220,000, down from $240,000 last year.
Advisers plan to use tech to kick client experiences up a notch
E&Y study also finds greater focus on mobile technology; compliance still a big challenge.
More advisers stay in touch by tweeting
Financial advisers are warming up to social media. More advisers are jumping onto Twitter and using social-networking platforms to communicate news and information to clients, according to a new survey from American Century Investments. About 34% of advisers have Twitter accounts, an increase from
The top advisers use mobile devices
The use of mobile devices such as smartphones and tablets is making a huge difference in the profitability of advisory firms.
2012 a swell year in advisory realm
Financial advisers increased both their assets under management and their production figures last year, according to an annual report produced by practice management software maker PriceMetrix Inc.
Premiums contribute to insurance spending boost
More than a third of Americans spent more last year to insure everything from homes, cars and boats to their own life and health.
Top SMAs: Rankings and overview
Nathan Behan, a senior investment analyst at Prima Capital Holdings, outlines some key recent and long-term trends in the markets in an economic report and analysis on the third quarter.
Corporate cash piling up - but not dividends
Pressure is building for higher dividends as U.S. companies from Google Inc. (GOOG) to Valero Energy Corp. (VLO) sit on record cash stockpiles, and payouts remain at three-year lows
Telecom is connecting with fund managers
Mutual fund managers are buying telecommunications stocks, many of them for the first time in years, as the sector emerges as a bright spot in an otherwise lackluster market
Brian Barish: Small portfolio keeps him focused on winners
Brian Barish is known for his ability to talk in depth about the stocks in his portfolios, often strictly from memory
Prima Capital's Nathan Behan: First-quarter commentary
Nathan Behan, a senior investment analyst at Prima Capital Holdings, outlines some key recent and long-term trends in the markets in an economic report and analysis on the first quarter
- Facebook's five-star ratings: The end of business pages for advisers?
- Pimco's El-Erian to step in to shore up $3B multi-asset fund
- Rebound in gold suits big guns Paulson, Soros
- New 3.8% surtax means new tax strategies for business owners
- Mountain of money in nontraded REITs continues to hold Wall Street's attention
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Blaine Aikin CEO, fi360
Timothy Welsh, CFP President and Founder, Nexus Strategy, LLC
Justin Wisz Co-Founder & CEO, Vestorly