Advisors

Comstock Images | Stockbyte | Getty Images People who have trouble focusing see an optometrist. Those with back pain perhaps visit a chiropractor. Similarly, individuals in unique financial situations, who earn money in a special way or belong to a specific social group may have considered consulting not only one of the nation’s 300,000 or
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Two years ago, the Securities Industry and Financial Markets Association conducted a cybersecurity simulation that mimicked a real attack. The test included the participation of more than 50 financial firms, as well as government regulators and SIFMA itself. Now, the industry trade group is preparing for the latest iteration of its test — dubbed Quantum
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Cultura/Antonio Saba | Getty Images At cocktail parties, financial advisors usually wouldn’t attract the biggest crowd. It’s a profession that never garnered much interest before the Great Recession. But times have changed. As retirement accounts were wiped away and market volatility took hold, investors didn’t mind a little hand-holding from a pro. That’s where financial
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Financial advisors have seen clients make very smart, and pretty dumb, 401(k) plan decisions. FatCamera | Getty Images Knowing a person’s investment approach could also provide insight into their financial priorities and what they’re looking for in a financial advisor, a new study suggests. By splitting investors into two categories, based on their general attitudes
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By 2016, certified financial planner Kirk Francis had helped numerous small business owners implement strategies for exiting work. Yet he didn’t have a succession plan for his own firm. “I sat there going, ‘Hmmm … the cobbler’s son has no shoes,'” said Francis, CEO and chief compliance officer at Financial Life Advisors in San Antonio.
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Donald Trump’s surprising ascent to president of the United States has brought many unexpected effects to the financial markets. Ironically, one has been a rapid increase in interest and adoption of impact investing and other types of values-based investing. Impact investing, or values-based investing, is a type of investing that helps people and/or organizations align
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S&P Dow Jones Indices, a unit of S&P Global Inc., is launching an environmental, social and governance version of its S&P 500 Index in an effort to meet increased investor demand for impact-investment products based on U.S. equities. In the coming months, S&P DJI will also launch a global family of ESG indices based on
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If you’re interested in saving the planet while also making a profit, this app may be a good option for you. As impact investing, also known as socially responsible investing, becomes more popular, financial experts say millennials seem to be drawn to funds that support the humanitarian or environmental missions they believe in. And the
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Fidelity’s analysis, which assumes the two theoretical people are eligible for Medicare, includes premiums, copays and other cost-sharing expenses, along with prescription-drug costs. And, it’s just a starting point. Things that are not covered by Medicare — dental, basic vision, over-the-counter medicines, long-term care — would be on top of that $285,000 estimate. The biggest
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