Two clients’ true stories during the last bear market reveal the pitfalls and opportunities that come with investing in uncertain times. Do you see your clients in this tale?
O.N. Investment Management Co. launched the Envestnet Insurance Exchange for its advisors. The insurance network provides access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform.
The news Friday that a top Iranian commander was killed in a U.S. drone strike sent global markets reeling. As the world awaits the next news in the unfolding showdown between the U.S. and Iran, Brad McMillan of the Commonwealth Financial Network explores the financial fallout of full-blown war.
Many Americans are leaving 2019 in debt. In fact, almost one in four people say “credit card debt” is their biggest financial regret of the past decade, according to a survey from Policygenius. An even bigger percentage (32.4%) of Americans say “paying down debt” is their biggest financial goal for next year.
Although taxes and protecting assets remain top concerns, roughly one-quarter of high net worth and ultra high net worth investors still do not have advisors, a study revealed.