Americans’ definition of personal wealth is wide-ranging, particularly when it comes to describing who’s “rich.” Vox looked at a 2011 chart from Roper and Gallup that showed "rich" had a fluid definition: The less you make, the less you think i...
Unconstrained bond funds are growing in popularity, mainly due to low interest rates and their ability to invest in a broad range of assets. But there are some downfalls as well, namely risks related to credit quality, currency fluctuations and...
It's getting harder and harder to climb the savings ladder. | Phil Ashley/Photodisc/Thinkstock
The average U.S. household savings rate increased from about 5 percent in 2013 to 6 percent in 2014, according to a new study by Hearts & Wallets. But...
You're looking at him. | OSTILL/iStock/Thinktock
While advisors and their clients may look closely at oil prices, interest rates or what’s happening in Greece to have a big impact on their portfolios, the biggest threat to an investment portfoli...
No answer.
Clients would have to be crazy not to work with a CFP professional, right? Even the most extreme daredevils wouldn’t trust a non-CFP. At least that’s the message of a new advertising campaign by the CFP Board. The organization’s newes...
Confidence in financial advisors is trending in the right direction. | denis_pc/iStock/Thinkstock
The latest LIMRA survey shows that not only do Americans have a more favorable view of the economy, but the financial services industry is also "sl...
Only recent college grads need apply.
Billionaire investor Steven Cohen wants try a homegrown approach to hiring at his massive investment portfolio and is looking to employ and train kids right out of college. Cohen, who pleaded guilty to insid...
#SuperBowlSelfie | Copyright Rob Carr, Getty Images
Want to go to the Super Bowl? Be ready to shell out between $5,000 and $35,000, depending on just how high-end of an experience you want. According to this Reuters article, the average price fo...
Are these your clients? | Copyright Joe Raedle, Getty Images
Take a look at your clients. Are they fat? In good shape? Now look at their portfolios. See any correlation? According to a new study performed by TD Bank, the more physically fit someo...
