Brian O'Connell is a former Wall Street bond trader and author of the best-selling books, such as The 401k Millionaire. He's a regular contributor to major media business platforms. He resides in Doylestown, Pa. Brian may be reached at [email protected].
With a potentially turbulent 2017 on the horizon, advisors can use all the help they can get. Our Brian O’Connell presents five reliable books advisors should consider reading to stay on top of their game.
Planning ahead and finding the right mix of risk and return are two keys to executing a strong college savings plan, one analyst said.
Advisors who perform pro bono services for low-income clients receive great experience and satisfaction, reports a nonprofit group that organizes campaigns to bring financial advice to poorer areas.
Now that Donald Trump is assured of being the 45th president of the United States, what do advisors need to know? What will the economic impact be on clients? We have some answers.
Would you be surprised to learn their health tops the list of keys to a fulfilling life for high-net-worth investors? Advisors need to learn what makes HNW investors tick in order to earn their business.
If the Fed raises interest rates today, as expected, what will it mean for the bull market? What about other factors such as mortgage rates and bond yields? Analysts say the bulls are running and they won’t slow down.
Focus on compliance systems a must, financial services’ analysts say, with government regulations expected to continue for the foreseeable future.
Advisors are very familiar with clients who ignore their retirement plan in favor of socking away money in a college fund. Here’s how to help clients see the light.
The Department of Labor fiduciary rule is going to have a major impact on overhead costs and, eventually, client fees, say financial industry insiders. How will advisors evolve?
Will the run of states legalizing marijuana use make it a trendy focus for investment? Experts disagree on the future prospects of cannabis investing.
Did the Brexit vote have the detrimental impact on the U.K. economy that naysayers predicted? Hardly, analysts say. In fact, advisors might want to consider Great Britain as a foreign landing spot for their client’s portfolio.
Becoming a media expert can help provide financial advisors with substantial business opportunities. How does one go about doing it? We have the answers.
Clients might know that they can get more money by waiting on collecting Social Security, but do they know that if could be a difference of nearly $100,000 if they live to 83?
Changes in federal law open an opportunity for advisors to help families with one of their top financial priorities.
Pricing financial services and advice based on the client’s total assets under management is an antiquated model that isn’t resonating with millennials, experts say.
Financial advisors looking for a path away from negative rates for client retirement portfolios need to get creative, says legendary bond trader Bill Gross.
We all know that the savings rate is abysmal, so what about making it a game?
David Macknin has been asking around about how financial service companies view, and handle, the burgeoning threat of cyber-theft. Apparently,…
Rising longevity and health costs cry out for more Medigap coverage.
As the presidential race narrows to two, focus starts to shift to issues.
