A typical 20% down payment on a home in a U.S. metropolitan area costs $80,250, based on the median price of a single-family home of $402,600 in the second quarter of 2023. However, for many ...

As more businesses rely on technology, CTOs and CEOs need to speak the same language.

Alternative investments are no longer a niche conversation. Private equity, real estate, hedge funds, and private credit are drawing more attention than ever, especially in times of volatility in ...

The average American is lacking when it comes to financial literacy—and women are often at a bigger disadvantage than men. Research has pointed to “a persistent gender gap in financial literacy that ...

Firms are hoping to develop enduring client relationships and increase profit by providing client advisory services. To increase the chance of success, there's a critical piece that needs to be ...

Tools designed to help investors avoid investments in countries that sponsor terrorism or genocide, or that violate the human rights of their citizens, are the latest offerings from financial services ...

(By Rick Fink) I was on a sales call recently with a new sales rep. The call was a follow-up on an insurance agency and the goal was to close the deal on a summer package that he presented two weeks ...

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory issues while building trust and crafting effective plans.

Institutional investors are making significant allocations to alternatives—on average 22% of total assets, according to Russell Investments’ 2012 Global Survey on Alternative Investing. In addition, ...

In the face of a relentless bull market in equities, advisors have the difficult task to justify balanced allocations to clients who have grown increasingly ambitious on returns. As the memories of ...

Source: By U.S. Fish and Wildlife Service - [1], Public Domain, https://commons.wikimedia.org/w/index.php?curid=455520 Many of the clinicians who attend my CE ...