The wealth management industry needs to see itself as a holistic provider of advice and money management for everyone.
Some researchers maintain that home equity conversion mortgages (HECMs) can improve retirees' income and financial well-being.
A defense of modern portfolio theory (MPT) by Nathan Erickson, CFA, CAIA, and Richard Stott; Nicolas Rabener's analysis of the value of factor investing; and an examination of the non-retirement phenomenon by Barbara Stewart, CFA, were among the leading posts from last month.
Retail investors, with their varied illusions about wealth, are the weakest link in the financial services ecosystem, Shreenivas Kunte, CFA, observes.
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