Advisors trying to persuade prospects about the benefits of planning can point to a new study of household financial decision-makers that shows those who have taken the time to put together a plan feel more confident and report more success...
A prolonged low-interest-rate environment has compelled high-net-worth investors to seek out dividend-producing stocks and corporate bonds with vigor, according to a new survey by Fidelity Investments.
Allianz Life survey also finds many ignore the effects of inflation and taxes on their retirement income; company launches online retirement planning application. (Are you or do you know boomers who are not yet ready for retirement?
Financial professionals who hold a certified financial planner (CFP) certification can expect to generate more revenue and enjoy higher levels of client satisfaction than their counterparts without the designation, a new study has found.