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Money
Guiding Clients in an Increasingly Turbulent World
Natixis execs discuss client pain points that financial advisors must address and offer suggestions on how to reframe conversations.
Taking Stock: Advising Clients on Equity Compensation
Even if they get the financial and tax reasons for diversification, emotional ties to their business may fuel resistance. (By Kimberly Foss)
Generosity Can Undercut Parents’ Financial Well-being
Some parents like being the “family hero,” but advisors warn about the unintended consequences of pampering adult children.
Why Are Americans Wary of the Economy? Look at Nevada
Much of the unhappiness in Nevada, as in the rest of the country, centers on high costs for everyday items along with housing.
U.S. Debt on Pace to Top $54 Trillion Over Next 10 Years
Net interest costs will be larger as a share of the U.S. economy than at any time since the U.S. government started keeping records in 1940.
How to Help Clients Sleep Better
Seniors are becoming increasingly jittery about affording longer retirements in volatile markets.
One Company Set to Upend the Sports Collectible World
The company Fanatics is disrupting the sports memorabilia business and has become a kingpin in an industry worth an estimated $44 billion
5.2% Withdrawal Rate May Make Sense: Morningstar
After touting more conservative numbers for several years, Morningstar analysts explain when higher withdrawals are in order.
Is the ‘Crypto Winter’ Over?
As 2024 gets underway, it’s time to consider the future of crypto and how to introduce it to clients.
U.S. Economy Grew at 3.3% Rate in Latest Quarter
Forecasters entered 2023 expecting the Federal Reserve’s aggressive campaign of interest-rate increases to push the economy into reverse.
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SEC Charges Investment Advisors for Overstating Use of AI
The two firms will pay $400,000 in total civil penalties for false marketing and the SEC is on the lookout for more offenders.
JPMorgan Fined $348 Million for Lapses in Trade Monitoring
The bank had failed to account for “billions of instances of trading activity” on as many as 30 different platforms, regulators said.
Top-Heavy Market Doesn’t Mean Steep Correction. Here’s Why
It's been 100 years since the market has been this top heavy, giving rise to understandable fears. History suggest those fears are overdone.
Judge: Minority-Business Agency Can’t Consider Race
A federal judge in Texas has barred a government agency from using race to reject entrepreneurs looking for assistance.
IRS Alert: Weight-Loss Food Is Typically Not a Medical Expense
Companies are falsely claiming that FSAs and HSAs cover or reimburse general health and wellness expenses.
Annuities Continue March Upward
Annuities saw an impressive boom in 2023, with sales reaching a new all-time high, LIMRA announced.
Financial Discipline Among Americans Sliding, Study Shows
People are doing less planning and feeling more financially insecure, Northwestern Mutual's latest research finds.