by
Maureen Nevin Duffy
Despite missing its third-quarter net income estimate, Lincoln Financial Group and analysts who follow the company had upbeat expectations for the major annuity provider.
by
Maureen Nevin Duffy
Dementia is a difficult subject to bring up with clients, but few advisors have had a wake-up call like Deborah Juran did -- one that had a policeman on the other end.
by
Maureen Nevin Duffy
Tax strategies, such as lifetime gifting, should be considered as part of wealth transfers, say Wilmington Trust experts.
by
Maureen Nevin Duffy
Among thousands of retirement savers in the U.S., U.K., Ireland and Australia, those who expressed confidence about achieving their goals also noted constant contact with advisors.
by
Maureen Nevin Duffy
As advisors count down the short days of summer to an all but inevitable Federal Reserve interest rate hike, some are turning to municipal bonds to prepare their ultra-high-net-worth clients for the...
by
Maureen Nevin Duffy
For the first time, government workers and military personnel saving for retirement may be able to invest in sustainable, responsible and impact investment funds.
by
Maureen Nevin Duffy
Today's ultra-wealthy are predominantly self-made innovators, but they're worried about whether their kids will become good stewards, according to a recent U.S. Trust survey.
by
Maureen Nevin Duffy
The author of a "Random Walk Down Wall Street" says smart beta strategies, introduced by Research Affiliates founder Rob Arnott, in general have not worked.
by
Maureen Nevin Duffy
The Schroders Global Multi-Asset Income Fund uses a high level of diversification to satisfy investors' desire for better performance without undo risk, says fund co-manager Iain Cunningham.
