Financial Advisor Center

Dow, S&P 500 and Nasdaq Close Out 2016 With Strong Gains

By Valerie Young | 01/01/17 - 2:20 PM EST
Stocks closed lower on the final trading day of 2016, but all three indices close the year with gains.

Practice Management

Deloitte: Having a Social Impact Matters
By Tracy Byrnes | 05/06/17 - 2:00 AM EDT
Deepa Purushothaman, Deloitte Managing Principal, Talks About Inclusion and Social Impact to Recruit the Best and Brightest
10 Things We Learned From Our Daily Facebook Show With Jim Cramer
A few important takeaways from our daily Facebook show with Jim Cramer.
Anthony Scaramucci Is Still Auditioning for a White House Role
Anthony Scaramucci still wants a job in the Trump administration, even though he doesn't know what it is. And his every word is designed to telegraph that to Washington.
The Coming Culture Wars in the Trump Era: Frugality vs. Consumption
Experts predict a frugality backlash as more consumers take a stand against conspicuous consumption.
Andrew Puzder Is Not the Man for a Department in Need of New Ideas
The Department of Labor needs to work on its relationship with employers. Unfortunately, Andrew Puzder is not the man for the job.

Wealth Management

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Start Investing Now Because the Dow May Hit 100,000 by 2030
By Scott Gamm | 05/15/17 - 10:45 AM EDT
The Dow Jones Industrial Average could be headed to 100,000 by 2030.
Talking to Your Clients About Trumpcare? Make These Points a Priority
So-called Trumpcare passed the U.S. House of Representatives, and it's on the way to the Senate. What would passage there mean to Americans?
The Sorry State of Your Finances Is Costing You Sleep
Financial situations are causing American to loose sleep.
Financial Advisers Should Emphasize Spending, Not Portfolio Results
One Wall Street big wig at Morgan Stanley says that advisors who focus on portfolio returns over client spending are making a big mistake.
Deloitte: Our Teams Need to Mirror the Diversity of Our Clients
Deloitte managing principal Deepa Purushothaman discusses the importance of sending diverse teams out to clients.