Advisors

Technologically advanced and social media-connected financial advisors are what Gen X and millennial clients want. So says a study from Global X, which found that strong technological capabilities would make it more likely for 93 percent of millennials and 71 percent of Gen X investors to work with an advisor. Advisors have been successfully attracting
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First, they are concerned they will run out of money. Second, they are suddenly transformed into spenders of assets, while no longer bringing in additional earnings from a paycheck. Both of these factors can certainly require some adjustment. To help you get there, here are four tips that can help you wisely manage your savings
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Brokers will soon have a couple new weapons to battle financial fraud targeting older Americans. First, a rule from securities regulators goes into effect on Feb. 5 that allows brokers to put a temporary hold on a requested account withdrawal if financial exploitation is suspected. “A lot of times advisors haven’t had the ability to
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Who could have guessed all of the things that happened in 2017? Between major changes to the tax code, the market reaching all-time highs and geopolitical upheaval all over the world, the past year has been one of constant change. We’re all wondering what new surprises are in store for 2018. My take: Don’t worry
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Pending recessions typically end bull markets. And recessions are often presaged by certain signals: rising jobless claims; falling home sales; an inverted yield curve; wage pressures that impact corporate margins; exogenous shocks, including oil spikes; or destabilizing valuations in key asset classes. We don’t see those red flags on the horizon as we enter the
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“The government shutdown will have an impact on real estate transactions should it continue for an extended period of time,” said Elizabeth Mendenhall, president of the National Association of Realtors, in a statement to CNBC. The shutdown, which began Saturday after congressional leaders failed to reach a spending agreement to keep the government funded, means
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I hear it from my friends, family and clients all the time. For many of us, our financial worlds came crashing down at the very start of our adult lives. My generation was faced with the brutal realization that our expensive educations wouldn’t be the financial cure-all we were believed they would be. In reality,
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