They make major investment decisions, understand investment products and are interested in learning about financial matters. An Allianz Life study examines women, money and power.
Chinese Americans are great at saving, according to research from Wells Fargo, but fewer than half of survey respondents have a written financial plan.
A more compelling user experience, rising use of smart devices, and access to information and market news are driving demand for financial services apps.
A successful client/adviser relationship is 50% about investments and 50% about trust, according to Stacey Haefele, CEO of HNW, a marketing and technology firm.
Less than half (43%) of Americans who are actively planning for retirement intend to meet with a financial adviser to review investment strategies this year.
Jackson National Life Insurance Company has unveiled a thought-leadership site and social media group to provide educational resources for advisers and investors.