Do Solo Advisors Have a Future? The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.
Gen Xers can save in their 401(k) plans for a longer period of time compared with baby boomers, and can expect higher tax-deferred investment growth; Plus, the best and worst states for retirement. more »
After years of low interest rates and rising stock markets, once-conservative strategies might actually be putting investors in risky situations. Here's where some income investors are going wrong. more »
Future retirees whose non-Social Security income exceeds $80,000 would see benefit cuts under a proposal by the New Jersey governor; Plus, why Roth IRA tax tricks won't rescue an investor's retirement. more »
This type of insurance will not cover a policy holder's expenses for the first 180 days of care, a major concern for those without substantial savings; Plus, how to make the most from a Roth IRA. more »
Bank Investment Consultant is a wealth management magazine dedicated to financial advisors in the bank channel. The print magazine comes out monthly along with a host of emails and updates that come out daily and weekly. It is published by SourceMedia.