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

Advisors Want Support for Active Management, Survey Finds

September 21, 2017

Advisors who deploy active portfolio management at their firms have several demands, including access to low-fee investments, and greater clarity/transparency on active management strategies.

Exclusive

Advisors Have Key Role to Play in Hurricane Aftermath

September 19, 2017

Hurricanes Irma and Harvey have battered thousands of homes in Texas and Florida. What can financial advisors do to help victims through the recovery process? Plenty, it seems. These experts provide a checklist.

Exclusive

Should Advisors Bite on Bitcoin?

September 15, 2017

Bitcoin is priced at about $3,500 and has reached nearly $5,000 this summer. Is it time for advisors to consider cryptocurrency as a legitimate investment? Most advisors say the risks are too great.

Investing Tips to Help Your Clients Who Live Past 100

September 14, 2017

More and more Americans are living to and past 100 years. The extended lifespan is straining retirement nest eggs as those nonworking years stretch several decades. What can advisors do?

Exclusive

China, Japan Good Spots For Overseas Investing

September 13, 2017

Investors should favor investing in Japan and the Asian consumer, analysts say, but they should also expect growing pains. Growth in both Japan and China is outpacing U.S. and European barometers.

Exclusive

Commercial Real Estate Q&A: Dayne Roseman of Woodbridge Wealth

September 8, 2017

Woodbridge Wealth forecasts that private money will continue to play a significant role in the commercial real estate market. We recently interviewed Dayne Roseman of Woodbridge on this and other market topics.

Exclusive

Use These Tips to Guide Wary Investors Through Market Volatility

September 6, 2017

Investors tend to get nervous with so much volatility threatening the world markets, analysts say. Advisors can help wary investors stay the course by reminding them that the markets are solid and stable.

Exclusive

Advisory Firms Jittery After Wells Fargo Data Breach

September 5, 2017

A recent Wells Fargo data breach has big implications for the company. It should serve as a wake-up call to all financial services to re-assess and tighten up those data security processes.

Exclusive

Make Tax-Deferred Annuities Work for Your Clients

August 29, 2017

Tax deferral laws make annuities a great option for clients planning for retirement. But what should advisors be looking for in crafting an effective plan to take advantage of annuities?

Exclusive

Extra Cash Means Extra Work for Advisors

August 25, 2017

A new study finds that employee bonuses and inheritance funds are way up. How can advisors help clients make the most of their newfound windfall? By paying down debt and investing responsibly, experts say.

Neither War Nor Politics Can Stop This Stock Market Steamroller

August 24, 2017

President Donald J. Trump is shaking up Washington D.C. and the threat of nuclear war with North Korea looms. Yet none of that instability is slowing down this extended bull market. Will it continue?

Exclusive

Save Your Clients From Americans’ Biggest Mistake

August 22, 2017

Nineteen percent of Americans have nothing set aside to cover an unexpected emergency, according to recent data. How can advisors help their clients? By pushing them to establish an emergency fund.

Exclusive

Why Women Face An Uphill Climb In Retirement Planning

August 18, 2017

A new study finds that women nearing retirement age have a significant lack of financial knowledge. Combined with the fact that women live longer than men, the study is alarming news for both clients and advisors.

Exclusive

Try These Tips for Advising a Client Forced Into Early Retirement

August 17, 2017

For those clients who are forced into an early retirement, financial advisors have to navigate both the emotional and financial fallout, and re-adjust that client’s retirement plan on the fly. Here are some tips to do that.

Exclusive

Walking Clients Through a Pricey New Home Purchase

August 16, 2017

Homes are costing more and inventory is shockingly low. How can advisors help clients find their dream home in this strong seller’s market? By following some sound principles.

Exclusive

State Pension Plans Worse Than Workers and Advisors Realize

August 14, 2017

A new study finds the nation’s public pension plans are in worse shape that originally thought due to sketchy accounting practices. What is the answer and how can advisors help?

Exclusive

Assessing the ‘Race to the Bottom’ Between Fidelity and Vanguard

August 10, 2017

In a direct swipe at Vanguard, Fidelity slashes fees on 14 of its flagship funds. Is there an opening for the Boston-based giant to take down low-fee Vanguard?

Exclusive

Helping Clients Intent on Getting a D-I-V-O-R-C-E

August 8, 2017

Divorce is incredibly costly and the right advisor can save a client a bundle — or at least limit the expense. Some experts share tips for preparing and protecting a client headed for splitsville.

Exclusive

Robos, RIA Movement, Highlight Major Advisory Trends

August 3, 2017

New RIA relationships and the growth of roboadvisories are major trends in the industry, as found in the latest Schwab quarterly report. Analysts say both issues will be felt by industry players for many years to come.

Exclusive

Advisory Growth, Revenues, in Decline, Report Finds

August 2, 2017

Financial advisory growth has stymied, with fewer active advisors in play, and per-advisor revenues in decline, a new report finds. What are the factors in play?

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