The top state in the ranking received a total score for financial literacy of 72.46 out of 100.
More ultrarich are worth over $100B than ever before
AI, luxury goods and geopolitical shifts have buoyed several people above the threshhold.
Retirement confidence plunges as advisors fret over Fed’s course
For the third straight month, retirement advisors have lost confidence in the economy — and many blame the central bank.
Advisor headcounts are going away. Recruiters say it’s about time
Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.
Editor’s Comment: Self employed need a pension booster
I’m beginning to think that the self employed are the poor relations when it comes to the pensions market. While auto-enrolment workplace pensions have been a major success, and we are told 5m have SIPPs (including some self employed people), the fact is that the self employed are still very badly served when it comes to […]
North London Chartered Financial Planner joins Continuum
Retirement planning specialist Chris Haigh has joined national financial advice firm Continuum as a Chartered Financial Planner. Mr Haigh has been advising clients working towards retirement for more than 25 years. He will be based in North London joined Continuum from DGS Chartered Financial Planners in St Albans, where he was a Chartered Financial Planner […]
Annuity sales rocket to their best first quarter ever
The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
How advisors can help clients get the most out of Roth IRAs
Are clients’ savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
Closing loopholes or blocking access? Reactions to the final DOL rule
Here’s how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor’s retirement advice regulation.
Pension transfer volumes drop by 50%
The latest XPS Pension Transfer Watch report has highlighted that pension transfer volumes were 50% lower in March than a year earlier. Transfer values showed a small increase in March but activity remains low, the pension provider reported. {loadposition hidden2} The Transfer Value Index saw a decrease of about 2%, partly driven by increases in […]