Survey reveals 0K salary seen as key to financial success in the US, but many fall short

Survey reveals $270K salary seen as key to financial success in the US, but many fall short

A new survey by Empower has set a high bar for financial success in the US, revealing that an annual income of $233,000 and a net worth of $5.3 million are now... Read more »
Global Funds Look to India as Financial Market Jitters Pick Up

Global Funds Look to India as Financial Market Jitters Pick Up

India is shaping up to be a destination for investors seeking a relative shelter from financial volatility linked to the US election. Source link Read more »
How to rethink cash as Fed cuts interest rates: Top financial advisors

How to rethink cash as Fed cuts interest rates: Top financial advisors

The U.S. Federal Reserve cut interest rates in September, the first in a string of cuts expected at least into 2025. Earnings on cash are expected to decline as a result —... Read more »
Ahead of U.S. election, financial advisors say public debt is top concern

Ahead of U.S. election, financial advisors say public debt is top concern

Voters work on their ballot at a polling station at the Elena Bozeman Government Center in Arlington, Virginia, on September 20, 2024. – | Afp | Getty Images Many investors worry about... Read more »
American Eagle Outfitters, Ally Financial, Molson Coors Beverage and more

American Eagle Outfitters, Ally Financial, Molson Coors Beverage and more

Check out the companies making headlines before the bell: American Eagle Outfitters — Shares popped 4% following an upgrade by JPMorgan to overweight from neutral. The firm cited the retailer’s merchandising initiatives... Read more »
The Financial Advisor of the Future: Are You Ready?

The Financial Advisor of the Future: Are You Ready?

The role of the modern financial advisor as we know it is evolving–and for the better. McKinsey & Company analysts suggest modern financial advisors will become “more like integrated life/wealth coaches who... Read more »
Financial Planning Simplified: Designing Your Client’s Bucket Plan

Financial Planning Simplified: Designing Your Client’s Bucket Plan

A Guide for Financial Advisors In today’s complex financial landscape with so many variables, assumptions, and unknowns, it’s easy to overwhelm your clients with how you prepare and present your recommendations. This... Read more »
Four top things to watch for in the financial markets in April 2024

Four top things to watch for in the financial markets in April 2024

Although it seems that mere days of 2024 have passed, we are already finished the first quarter of the year. With Q2 and April having started, we thought we’d break down the... Read more »
FASFA Delays Frustrate Prospective Students, Financial Aid Offices

FASFA Delays Frustrate Prospective Students, Financial Aid Offices

The revamp of the Free Application for Federal Student Aid was intended to make it easier for students attending college to apply for federal grants, loans and work-study arrangements. But a botched... Read more »
The Future of Financial Advice: Shifting Online Authentically As An Advisor

The Future of Financial Advice: Shifting Online Authentically As An Advisor

The financial services sector is witnessing a profound shift as it harnesses the power of technology and AI to enhance its services. Traditionally, financial advice was delivered through face-to-face meetings and paper-based... Read more »
To the Middle Class: Financial Advisors Aren’t Just for the Rich

To the Middle Class: Financial Advisors Aren’t Just for the Rich

By Bethany Hickey Financial advisors, fiduciaries and certified financial planners sound like services only rich people need — but that’s simply not true. These financial experts can help anyone with investing, maintaining financial... Read more »
Five Impactful Life Insurance Strategies and Insights for Financial Advisors

Five Impactful Life Insurance Strategies and Insights for Financial Advisors

Many misconceptions surround life insurance — by clients, financial advisors, and agents alike. Financial advisors can help communicate the versatility of life insurance to their clients and help them understand there’s more... Read more »
Financial Advisors: What’s Your Money Philosophy?

Financial Advisors: What’s Your Money Philosophy?

I find it interesting that when I ask financial advisors to describe their philosophy about money, few are able to succinctly define theirs. This inability of advisors to be able to articulate... Read more »
The 4 Longevity Questions You Should Ask Your Financial Planner

The 4 Longevity Questions You Should Ask Your Financial Planner

The investing information provided on this page is for educational purposes only. NerdWallet, Inc. does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell... Read more »
‘Financial sextortion’ of kids is escalating. What parents can do

‘Financial sextortion’ of kids is escalating. What parents can do

Cavan Images | Cavan | Getty Images “Financial sextortion,” a type of cybercrime that targets teens and tweens, is on the rise. Reports of financially motivated sextortion involving minors increased at least... Read more »
Blockchain Meets Banking: A New Era of Financial Services

Blockchain Meets Banking: A New Era of Financial Services

In today’s constantly changing financial landscape, the fusion of traditional banking with innovative blockchain technology presents both opportunities and challenges.  Today, I’m speaking with Austin Kimm and we will explore his perspective... Read more »
10 Attributes of Great Financial Advisors

10 Attributes of Great Financial Advisors

1. Purposeful: They have a clear mission to serve clients and help them reach their goals. Great advisors want to do great work for their clients. They stake their business on doing the... Read more »
Blockchain Will Upend the Financial Sector, But Not In the Way You Think

Blockchain Will Upend the Financial Sector, But Not In the Way You Think

We’ve seen countless applications of blockchain – many good, many bad, and mostly token-related – since its inception, as the world explores how best to leverage this powerful technology. The most headline-grabbing... Read more »
The Art & Science of Choosing The Right Financial Advisor For You

The Art & Science of Choosing The Right Financial Advisor For You

Choosing which financial advisor to work with is a serious decision with serious consequences. While the right advisor can protect and grow your nest egg, the wrong advisor could cost you thousands, if... Read more »