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Optimizing your business posts on Facebook

Many of us know that having an active presence on social media is critical for our brands and businesses to remain competitive and relevant. It is equally as important to stay current on what it means to be relevant. For some time now, brands and businesses have focused...

source: By Andrea Fischetti
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The financial advisory landscape is transforming, and there are strong indications that the pace of change is only going to intensify. The competitive environment is becoming more extreme. The clientele — especially the wealthy — is increasingly circumspect,...

source: Forbes

Nearly two-thirds of Americans aren't interested in getting financial advice — about 65 percent, according to a recent TIAA-CREF survey. But it's not all bad news. TIAA-CREF's third annual Advice Matters survey of more than 1,000 adults revealed that while a majority...

source: WealthManagement.com

As America ages, more and more financial planning clients will be touched by the emotional and financial strains of caregiving. Almost half of family caregivers spend more than $5,000 per year on caregiving expenses, according to a new Caring.com report. A family caregiver...

source: InvestmentNews

Sharp increases in longevity are changing the very concept of retirement, and the financial advice industry must adapt. "For decades, the financial services industry has positioned retirement as the ultimate goal, the endgame," Jan Blakeley Holman, director of adviser education...

source: InvestmentNews

A new study of "do-it-yourself" investors reveals a slight disconnect with financial advisers but also points to the continued need for financial advice. The most valued characteristics investors viewed in their advisers were the...

source: ValueWalk

Millennials, born after 1980, will have to save more of their earnings, and over a longer period of time, than their parents. Yet new research — by millennials, of millennials — finds that financial services providers are not connecting with this generation....

source: ThinkAdvisor

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