Do-It-Yourself Investment Accounts On The Rise
Self-directed investing could double within a decade as Canadians lead the charge
A recent TD survey found that nine in 10 Canadians surveyed who use self-directed investing are happy with their experience, and the number of investors who are managing at least part of their investments directly could double within the next 10 years. read more
Are Investors Getting the Biggest Bang for Their Brokerage Buck?
Survey reveals comparison shopping can have a major impact on investors' wallets
People have historically approached investing as an opportunity to make the most of their hard-earned money, yet a Fidelity® Value Survey reveals that while more than four in 10 U.S. investors polled (44 percent) cite low commissions and fees as the primary reason for selecting a brokerage firm, many are unaware of the nuances of how brokerage firms charge for stock and bond trades, potentially forfeiting hundreds, if not thousands, of dollars. read more
Managing Misconceptions About Investment Performance and Risk
Majority think short-term measures of performance are most important;
One third believe all investments carry the same level of risk
A focus on short-term financial performance and misunderstandings about the nature of investment risk may have an impact on American investors’ financial well-being. read more
Investors Keep Cool Despite Recent Events
ith terror in the background, S&P hits high water
Weekly market view from LMK Wealth Management. Visit lmkwealth.com.
The major averages ended last week on a high note despite ongoing concerns about terrorism. Investors kept their cool and gave the S&P 500 its best week of the year. For the week, the S&P 500 gained 3.27%, the Dow rose 3.35%, and the NASDAQ grew 3.59% read more
Financial Illiteracy Alive and Well…with a Gender Gap To Boot
S&P Survey finds major deficiencies globally in understanding of savings and borrowing
In one of the most extensive measurements of global financial literacy to date, the Standard & Poor's Ratings Services Global Financial Literacy Survey (S&P Global FinLit Survey) released today finds that two-thirds of adults worldwide are not financially literate and there is a wide gap between men and women's literacy, including in highly developed countries. read more
Market Value Builds Egos; Income Pays the Bills
Beware the 'bull-market geniuses'
by Steve Selengut
Beware the ‘bull-market geniuses’ by Steve Selengut Mr. Selengut is a private investor and a contributing editor to LIFE&Health Advisor. He is the author of the book ‘The Brainwashing of the American Investor: The book that Wall Street does not want you to read.’ He can be reached at firstname.lastname@example.org ... read more
Planning Today: Are Young Millennials Getting It Together?
Less Than Half Rely on Parents for Financial Support
Young adults graduating from college and beginning their careers may be more financially independent than many people think. According to a new survey released today by TD Bank, America's Most Convenient Bank®, only 42 percent of the youngest millennials currently rely on some form of financial support from family and 61 percent know their credit score. read more
How to Challenge Class Certification
In search of 'market efficiency'
by Kevin McLafferty
The Supreme Court’s Halliburton II decision has set the tone for class certification in securities fraud litigation. In Halliburton II, the plaintiffs claimed that Halliburton made misstatements about revenue, leading to investor losses. The plaintiffs brought suit for securities fraud against Halliburton and attempted to certify the class through a fraud-on-the-market theory. read more
Investing Under The Dome
Now mere mortals can turn Wall Street's blood bath into an income portfolio worth bragging about
by Steve Selengut
What are the two main reasons mere mortals invest in income purpose securities: one is their inherent safety compared to equities... a 50% income asset allocation is much safer and theoretically less volatile than a 100% equity exposure. read more
Advisor Confidence Running High
Half of all advisors expect growth in the coming year
A majority of independent registered investment advisors (RIAs) are projecting firm growth in the year ahead, according to the results of the latest Independent Advisor Outlook Study (IAOS) from Schwab Advisor Services. read more
Schwab Announces 10th Annual IMPACT Awards
Savant Capital Management, FJY Financial, LLC, Yeske Buie, and Conrad Siegel Actuaries Honored
Charles Schwab Advisor Services announced today the recipients of the 10th annual IMPACT Awards® for independent registered investment advisor (RIA) and retirement firms. Four firms received their awards on the mainstage this morning at Schwab IMPACT®, the nation’s largest and longest-running annual gathering of RIA firms. read more
Schwab’s Bernie Clark Tells RIAs They Are Primed to Shape Future Success
With a $23 Billion opportunity, advisors are 'making it real'
Bernie Clark, executive vice president of Schwab Advisor Services, recognized and celebrated the tremendous growth and success of the independent registered investment advisor (RIA) industry over the past decade. read more
Key Factors to Consider When Buying a Deferred Income Annuity
Key factors to consider to secure income in retirement
While DIAs represent a small portion of the overall annuity market, their potential is growing. Sales for DIAs were $2.7 billion in 2014, an increase of 22 percent over 2013 read more
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