A gap exists between what financial advisers say during early-stage client meetings and what truly resonates with prospects, according to a new survey form Pershing.
Tag: Wealth Management
Many small business owners in the U.S. have trouble focusing on their own retirement preparedness, despite generally high levels of personal wealth and financial savviness.
Grandparents overwhelmingly feel their grandchildren will be unreceptive to any money or savings talk, a study finds, yet most grandchildren say they’re open to the conversation.
Focus Financial Partners, LLC announced that Dan Sontag, former president of Merrill Lynch’s global wealth management unit, has joined the Focus wealth management network’s board of directors.
Financial worries are keeping people up at night, according to a Harris Poll.
As an adviser to workplace retirement plans, you’ve helped participants save money for retirement, but when they’re ready to retire, will they turn to you?
Divorce, and other financial blows, can mean a sticky conversation for advisers when clients say they just can’t save for retirement.
Financial technology provider RiskFirst, formerly PensionsFirst, has expanded the focus of its pension risk analytics software for wider application in multi-asset portfolio management and compliance settings.
A new financial wellness program from Merrill Lynch helps clients assemble and compare competing financial concerns while also shaping an individualized, goal-oriented path towards a better retirement.
Affluent investors surveyed by Legg Mason identified the decisions they made that have had a positive impact on their investment success.
Financial planning technology provider OMYEN Corp. recently upgraded its Social Security Maximizer software and will provide free training on maximizing benefit payments from the federal program.
Increasing health care costs are predicted to exceed the Social Security benefits of middle-class American retirees, new research finds.
Same-gender couples need to become aware of the many workplace benefits and financial planning strategies that are now available, says James Mahaney of Prudential.
Even with stronger earnings and savings rates than the general working population, an analysis from Fidelity Investments shows many physicians face the prospect of steeply reduced income in retirement.
Christopher Englebert and Daniel Reitz have joined Beirne Wealth Consulting (BWC), a Milford, Connecticut-based consulting firm and member of Focus Financial Partners LLC’s independent wealth management network.
Investors at different income levels define wealth management services differently, research shows, increasing the risk of misunderstanding and client loss for advisers in the channel.
Merging the goals of personal and professional finances can improve a business owner’s chances of preparing adequately for retirement, a new report shows.
Advisers who include corporate services and executive benefits as part of their standard offerings to executive-level clients are better able to win the right to also manage those clients’ personal wealth.
Increased wealth and an expanded presence in the workplace have not helped married affluent women to feel more confident about investing and long-term financial planning.
Long-term care needs and how they fit into financial and estate planning are examined in “The Advisor’s Guide to Long-Term Care.”