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Maureen Nevin Duffy

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Shifting Sands Lead Investors To Saudi Arabia, Iran

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An Iran nuclear pact and an open Saudi Arabia stock market could attract foreign investors to the two Middle East powers.

Hungry Investors Continue Income Hunt

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Near zero interest rates globally have created an “insatiable” desire for income among retail investors, says Iain Cunningham, a multi-asset portfolio manager with Schroders.

Loomis Managers Watch Defense And Oil

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Political unrest and generalized global anxiety surrounding the pending interest rate rise will play out in the financial markets in the months ahead, Loomis Sayles says.

Sales Of Nursing Home Annuities Soar

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Money that would have gone to a nursing home can be used to purchase an annuity that provides an income stream for the spouse remaining at home.

The First Question To Ask A New Client

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Starting with this question and providing good judgment will build your client base, says this advisor.

Risk Rising In Fixed Income

by Maureen Nevin Duffy

2015 could be the year of the active bond manager.

Divorcing Spouses Warned To Search For Hidden Assets

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Legend Financial says spouses have many ways to look for hidden assets.

Hybrid Offering FAs To Rival Robo-Advisor Platforms

by Maureen Nevin Duffy

NextCapital plans to offer financial advisors technology that it says will rival any online robo-advisor's platform and may give them an edge in the 401(k) business.

Fidelity Exec Provides Insight on Women, Millennials

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Fidelity Investments president of personal investing offers advice at an event to advance women.

Should A Senior Client Hold A Mortgage?

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It can be a good idea for some, not so good for others, say advisors.

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