Money

When You Call Social Security, Expect to Wait Even Longer

Social Security has been grappling with a customer service mess that threatens to grow worse before it gets better.

Ex-Wells Fargo CEO Sues Bank For $34 Million In Withheld Pay, Stock

The former CEO says the bank canceled stock awards and withheld a bonus he had earned before stepping down.

15 Tips To Help Your Clients Save Money

Many wealth people are quite good at watching their spending and looking for bargains. (By Bryce Sanders)

AI May Require Planning for a Longer Lifespan

Will artificial intelligence make your clients live longer and can they afford the medical costs that come with it? (By Steve Parrish)

Can Divorce Be Affordable? Yes, but Only if Spouses Want It to Be

Choosing to immediately “lawyer up” — often a default choice — “is one of the worst things you can do,” says one expert.

My Clients’ Kids Are Financially Clueless

Educating their offspring with these seven tips can also help your clients sleep better in retirement.

How to Deal With the Many Requests for Tips

If you feel that you’re being asked to tip more often, you’re not alone. Most American adults say tipping is expected in more places than...

2024 Presidential Election is Investors’ Chief Fear: Janus Henderson

About half of investors, and older ones in particular, worry it will impact their finances, its research shows.

Why Much of the Rural South is in Economic Crisis

The media's focus on guns, religion and opioid overdoses neglects the broad scope and root causes of the region’s current problems.

Kitces: 4% Withdrawal Rate Still May be Overkill

A bear market on the eve of retirement isn’t tragic, but managing sequence-of-return risk is a must, he says.

Latest News

Study Reveals Insight into Affluent American Investors’ Mindsets

Key findings of the study include a noticeable decrease in financial security among affluent Americans.

Did ETF Investors Profit from Hamas Attack?

A U.S. professor stands by his research showing there was a spike in short selling of an Israel ETF leading up to the attacks. The Tel Aviv exchange says the research is inaccurate.

Ex-Wells Fargo CEO Sues Bank For $34 Million In Withheld Pay, Stock

The former CEO says the bank canceled stock awards and withheld a bonus he had earned before stepping down.

Black Swan Fears Drive Caution, Plus 60/40 Three-Decade Performance

VIX sees record trading as looming economic and geopolitical risks keep investors cautious about a potential return of volatility.

Carson Group: Still Too Few Women in Wealth Management

Its latest report confirms the industry has made little progress in gender diversity despite a lot of talk.

Supreme Court Seems Wary of SEC’s In-House Tribunals Without Juries

The Supreme Court discussed a case involving a hedge fund manager in which the SEC brought a civil enforcement proceeding that charged he mislead investors.

Annuity Sales Continue March Upward

Annuity sales are set to have another record-breaking year, based on results in the third quarter.