Advisors

An Advisor's Guide to the European Carbon Market with KraneShares

An Advisor’s Guide to the European Carbon Market with KraneShares

Europe’s energy crisis has largely eased for now and a decision is expected to be finalized within the next month on the RePowerEU initiative to wean Europe from dependence on Russian fossil fuels. Luke Oliver, Managing Director, Head of Climate Investments and Head of Strategy at KraneShares, offered advice mid-month in a recent article on …

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Financial Advisors Who Only Give Advice Don't Touch Your Money

Financial Advisors Who Only Give Advice Don’t Touch Your Money

A small group of financial advisors want to change the way their profession works. Most financial advisors provide more than just advice; they manage clients’ investments, earn fees or commissions, that’s how they make their money. But some advisers offer financial advice and nothing more, letting clients manage their own investments and providing advice on …

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5 awesome ways for financial advisors to save your money on yourself

5 awesome ways for financial advisors to save your money on yourself

stock market rate of return Demand for financial advice has increased dramatically since the market collapsed in 2020. The 2022 Northwestern Mutual Planning & Progress Study surveyed 2,381 American adults to find that 62% believe their financial planning needs improvement. Some 35% of Americans have sought advice from a financial adviser, and nearly one in …

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New retirees will face financial surprises.  Advisors explain how to stay ahead of these shocks

New retirees will face financial surprises. Advisors explain how to stay ahead of these shocks

Retirement is a major goal that many workers watch for throughout their careers. However, once people reach retirement age, they are often in store for financial surprises, despite decades of preparation. For today’s retirees, this is compounded by new uncertainties brought by historically high inflation and recent stock market turmoil. Ideally, those retiring already have …

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New retirees will face financial surprises.  Advisors explain how to stay ahead of these shocks

New retirees will face financial surprises. Advisors explain how to stay ahead of these shocks

Retirement is a major goal that many workers watch for throughout their careers. However, once people reach retirement age, they are often in store for financial surprises, despite decades of preparation. For today’s retirees, this is compounded by new uncertainties brought by historically high inflation and recent stock market turmoil. Ideally, those retiring already have …

New retirees will face financial surprises. Advisors explain how to stay ahead of these shocks Read More »