CAIS, Nitrogen Events Highlight Growth Strategies
The action today in wealth management is in the alternative investing space. Case in point: The CAIS Alternative Investment Summit recently held at the Beverly Hilton in Beverly …
Insurance
How a Creative Planning Advisor Helps the Wealthiest Clients
Brenna Saunders is a partner and wealth manager on Creative Planning’s ultra-affluent team, and the job sees her working with some of the highest net worth families at …
10 of the Best Money-Saving Cruise Travel Hacks
After booking a luxury cruise of a lifetime you’ll probably want to make savings wherever you can! Here are some top tips from seasoned cruisers! Image by javier-camacho …
14 Steps for Financial Advisors to Move to a Higher Level
If you’re a financial advisor sensing a plateau in your journey, this is your call to transcend. Regardless of whether you’re embarking on this adventure or are a …
What’s Crushing Wealth Management Results at the Wirehouses?
What You Need to Know In Q3, wealth units at Morgan Stanley, Bank of America and Wells Fargo all underperformed relative to 2022. Executives blame high interest rates …
Winter Destination Wish-List 2023 | Worldwide Travel Tips & TalesWorldwide Insure
With the summer finally falling into submission, it is time to set our sights on the next season for travel. Here are our top destinations for Winter 2023, …
What Type Of Travel Insurance Do I Need For A Cruise?
Most cruise operators require that the traveller has comprehensive travel insurance. While that doesn’t necessarily have to be cruise-specific insurance, you’ll probably find that one tailored to cruises …
The 10 Biggest BDs Are Getting Bigger: Cerulli
What You Need to Know The 10 biggest broker-dealers account for 58% of retail advisory assets, the research group finds. Large BDs are growing their AUM faster than …
FINRA’s Cook: ‘Mission Accomplished’ With CAT Database
Speaking about the status of the Consolidated Audit Trail’s transaction database on Thursday, Financial Industry Regulatory Authority CEO Robert Cook said, “Mission accomplished.” Cook also signaled that paring …
More Than Cash: Social Security Buffers Longevity Risk
What You Need to Know Valuing Social Security claiming strategies only according to expected benefits neglects the program’s longevity insurance value, a new paper argues. Reframing claiming decisions …