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In this free event for members on October 7, 2015 at 1:00 pm eastern, FSP Journal of Financial Service Professionals authors David F. Babbel, PhD, and Oliver D. Hahl, PhD, will discuss their study of whether to buy term or...

source: FSP

Putnam Investments conducted in partnership with Brightwork Partners LLC a survey of over 800 financial advisors to learn more about how they are using social media for business. The findings, from the fourth annual edition of the study, point to social media as an increasingly...

source: Advisor Tech Tips

Relatively few advisors have acted proactively to meet the challenges presented by clients with diminishing mental capacities. To judge from the Financial Planning Association conference here, many advisors are aware of the potential challenges, but few have put plans in...

source: Financial Planning

Each year for four years, the taxpayer and his spouse made outright gifts to their two grandchildren. The child of the taxpayer and his spouse, who was the parent of the two grandchildren, had died before any such gifts were made. For each year that a gift was made, the...

source: WealthManagement

More millennials are spending early adulthood in the same place where they spent their formative years: In their parents’ homes. It’s crucial that both parties understand the financial implications of this homecoming. For parents, a child’s return often...

source: The Wall Street Journal

More wealthy Americans now say they're reducing debt than at any time in the past decade, and the Federal Reserve may be to thank. About 15 percent of high-income households, those in the top third of the earnings ladder, reported...

source: Bloomberg


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