Jerilyn Klein Bier

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Nuveen Says: Go Direct To Real Estate

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For this target-date fund family, direct property holdings are just the ticket.

App Helps Investors Cast A Wide Net For Private Equity

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Newchip has onboarded more than 100,000 individual investors since its app went live in 2017.

Investors More Confident When They Have An Advisor, Survey Finds

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Do-it-yourself investors were markedly more pessimistic about the future of the market, the Legg Mason survey said.

Advisors Take Note: This Gig Can Help Students Pay For College

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Advisors whose clients have children in college may want to suggest this freelance work.

Is Your Employee Acting Oddly? It Could Be Fraud

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Workers who commit financial fraud usually exhibit similar behaviors, this security consultant says.

Fishing For Value Overseas

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Portfolio managers are uncovering attractive equities in many parts of the world.

Clients' Children Should Tread Carefully When Repaying Student Loans

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Income-driven repayment plans may lower the monthly bill, but can result in a loan balance rising instead of dropping, says this expert.

ETFs? No Thanks

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Why some advisors still prefer mutual funds.

Averting A 401(k) Disaster

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Retirement plan sponsors must help employees invest wisely when the market retreats.

After Advisor's Mother Is Diagnosed With Alzheimer's, He Steps Up

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He compiled resources, crunched numbers and developed planning strategies he’s now using with clients.

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