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

The Coming Culture Wars in the Trump Era: Frugality vs. Consumption
By Robert McGarvey | 12/17/16 - 3:20 PM EST
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.
Deloitte, Billie Jean King Team Up for Major Millennial Workforce Study
As millennials are now the majority of the workforce, over half are already ascending into management and transforming the way companies transact business.
Beware the Freelancer Retirement Fund Crisis
An estimated 40 percent of the U.S. workforce will be freelancers by 2020 and nearly 70 percent of so-called 1099 workers have no long-term savings.
Everyone Agrees the Economy Is Lousy, Except the Economy
Unemployment is down, wages are up, but somehow Americans all agree that the economy is lousy. There's got to be a reason.

Wealth Management

Will Retirees Benefit From the Texas Court Ruling That Favors DOL's Fiduciary Rule?
By Brian O'Connell | 02/18/17 - 10:40 AM EST
More legal evidence is mounting that supports the DOL's fiduciary ruling, and that should aid U.S. retirement savers.
5 Lowest 5-Year ARM Mortgage Rates
Homebuyers can still snag the lowest rates, especially if they don't plan on staying in their home for more five years and are seeking the 5/1 adjustable rate mortgages (ARMs).
What Financial Advisors Need to Know On Trump Moves to Dismantle Dodd-Frank, Fiduciary Rule
The Trump administration is taking a harsh stance on both Dodd-Frank and the Department of Labor's fiduciary rule. And financial advisors better be straight with clients about it.
What You Don't Know About a Broker Can Hurt You
Make sure the broker who's pitching your business doesn't have a rap sheet.
Here Is Why You Should Keep Close Tabs on Your Financial Adviser
A new rule slated to go into effect this year will require these investment professionals to be more transparent, but it could also price smaller investors out of the market