'If the dollar comes down, then you get a double bonus for investing offshore,' says Citi Global Wealth's CIO.
Client feelings of certainty and happiness are main benefits of adding annuity option to retirement plans, says advisor.
'Advisors better wake up' — study reveals 61- to 65-year-old women are more likely to buy an annuity than men of the same age.
Advisor urges peers to educate themselves on elder care to help Gen Xers navigate tricky retirement landscape.
Insana will work with Dynasty chief investment officer Bob Shea to identify strategic opportunities for investment portfolios.
Gold has been hovering around $2,000 an ounce since the start of 2023, failing to break out in the face of repeated Fed rate hikes.
Brother, can you spare an AI stock? Advisors talk speculation and the bull market.
Millennials in a Northwestern Mutual study say they turn to flesh-and-blood financial advisors for guidance over all other sources.
The push for the retirement plans is winning a vote not only from state representatives but also from across the aisle.
The Great Wealth Transfer is underway, but advisors say open dialogue within families is crucial to success.
