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Summary: Managing personal finances and preparing for retirement isn't easy for anyone, but the challenges are particularly difficult for women. The latest results of an annual survey of financial literacy and wellness showed that women continue to feel less confident than men about their ability to manage their cash flow and debt, allocate their investments and prepare for their retirement.
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Summary: "Just trust me.” “Why don’t you trust me on this?” “Trust that it will all work out.” These are sentiments any person in business today has heard at one point or another. It could be the boss telling you to trust you will be treated right, a colleague telling you to trust they will deliver their portion of the project or a vendor asking you to trust they will apply the credit for your company correctly.
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Summary: As more advisers adopt online strategies to stay competitive in a changing market, a new deal struck between a traditional advisory firm and a Silicon Valley robo-adviser highlights how technology is disrupting the industry.
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Summary: Fiduciary advocates are gearing up once again to engage in a monthlong debate about the importance of the two fiduciary rulemakings being considered by the Securities and Exchange Commission and the Department of Labor.
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Summary: A big difference exists between simply growing and growing well. Growth was fairly commonplace among the record number of participants in this year's FA Insight study. Nearly three-quarters of firms characterized their recent growth as “significant.” Just one-third of all firms, however, managed to achieve sustainable growth and avoid any related negative side effects.
