Brian O'Connell

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Brian O'Connell

Brian O'Connell is an analyst with InsuranceQuotes.com. Contact him at [email protected].

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Exclusive

Digital Bank Savings Accounts Offer Counter to Expected Rate Hikes

February 6, 2018

With the Fed predicting interest rate increases this year, advisors should consider Internet bank savings accounts as a safe alternative to help clients realize gains.

Exclusive

SEC Asked to Bar Brokers From Calling Themselves ‘Advisors’

February 5, 2018

Should brokers be able to call themselves “financial advisors?” One organization doesn’t think so, and has sent a letter to the Securities and Exchange Commission asking the agency to police the title use.

Exclusive

Q4, 2018 Earnings Expectations Coming in ‘Through the Roof’

February 2, 2018

Many factors — among them, economic surprises, strong manufacturing activity, and a weak U.S. dollar — point to continued strong earnings across all sectors through 2018, economic analysts say.

Exclusive

The Five Biggest Threats to the U.S. Economy for the Rest of 2018

January 29, 2018

The U.S. economy is rolling along on all cylinders. But analysts say there are reasons for concerns as many impacts are expected through the end of the year.

Exclusive

Advisors Growing Wary of TAMPs, Analysts Say

January 25, 2018

Turnkey asset management programs (TAMPs) have grown significantly in recent years, but that growth might be coming to an end due to a variety of factors.

Investors ‘Flocking In’ to Real Estate Lending

January 23, 2018

The stock market continues to hum along generating strong growth, but could a correction be around the corner? Some analysts say real estate lending offers investors correction protection while maintaining strong returns.

Exclusive

Young Investors Indifferent About Portfolio Holdings

January 23, 2018

Survey data is finding that younger investors are not benefiting from the bull stock market nearly as much as they should. Moreover, many young people don’t have much knowledge, or pay much attention to their investments.

Exclusive

Advisors Debate Value of Long-Term Care Insurance

January 18, 2018

Some advisors are torn over the value of long-term care insurance. Since most recipients will end up using the insurance, some say price hikes are inevitable. Others say no product or strategy better protects clients from end-of-life risk.

How to Manage Client Expectations in Stock Market Boom

January 16, 2018

New investor confidence indices, along with the tax reform bill, point to another strong year on Wall Street. The key for advisors is to keep antsy investors from getting distracted by huge market gains.

Exclusive

Eight (Plus) Things Clients Want from Their Financial Advisors

January 15, 2018

The latest J.D. Power investor study found that nearly half of “emerging affluent investors” are likely to walk away from their current wealth management firm. What are advisors doing wrong?

January Splits Leave Divorced Couples in Need of Financial Planning

January 11, 2018

A new survey confirms that divorce is highest in January, as couples look to move on after the holidays. More distressing is how many married people are unprepared for the financial burdens that come with splitting up.

Exclusive

Investing in AI: What Advisors Need to Know

January 9, 2018

Artificial intelligence investments are returning strong growth to investors and the future looks bright, if a little uncertain. Experts share a few tips to keep in mind when considering AI investments.

Exclusive

‘Deeper Dive’: A New Advisor Designation in the Works

January 9, 2018

A new financial designation program from the American College is designed to meet the needs of advisors in a complex environment, experts say.

ETFs Grabbing Bigger Share of Investment Pie

January 5, 2018

Exchange-traded funds moved past $4 trillion in global assets in 2017 as investors were drawn by low fees. Analysts expect that trend to continue as low-fee funds continue gaining popularity across investor segments.

Exclusive

Dear Advisors: Financial Plans are Not Retirement Plans

December 20, 2017

Many advisors are confusing financial plans with retirement plans and clients could suffer in the end, analysts say. The differences can be small, but important if client’s don’t fully understand.

Exclusive

Vanguard Sounds Alarm on the 2018 Stock Market

December 18, 2017

Higher interest rates, increased inflation, and stronger market volatility are some of the reasons that investors should eye the stock market warily in 2018. Can the good times continue?

Investors Fear Market Crash, But Aren’t Doing Anything About It

December 18, 2017

Nearly 75 percent of investors fear a market downturn, yet a new survey indicates they are doing little to hedge against it. Analysts offer several strategies for smart investing to protect those retirement funds.

With Tax Strategy, It’s Asset Location, Not Allocation That Counts

December 13, 2017

Income-generating assets should not be parked in places where gains are taxed.

Exclusive

Clients More Excited About ESG Funds Than Their Advisors

December 11, 2017

Clients say they want information about environmental, social and governance (ESG) investments, but advisors have been slow to respond. The reasons for this are many, experts say.

Exclusive

How to Help Your Client Live Financially and Legally Overseas

December 11, 2017

As Americans consider retirement options, some are choosing to spend their golden years overseas. A good advisor can be a crucial asset for to clients pondering the pluses and minuses of such a move.

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