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Women are just as confident as men on most aspects of finance—except when it comes to managing investments, according to a survey by Merrill Lynch. Citing a paucity of female-focused financial literature, only 52 percent of women report that they’re confident when it comes to investing, compared to 68 percent of men. ...
Financial Advice Boosts Savings for Military Families
Advisors are making a big difference in the lives of military families, according to a report on financial behavior from First Command Financial Services, Inc. Besides stashing away more for retirement than their self-guided counterparts, middle-class military families who have financial advisors also pay down their debt more responsibly and have higher savings rates for both long- and short-term goals. ...
Wealthbox Integrates SmartAsset's Lead Generation
Wealthbox, a client relationship management (CRM) service for financial advisors, said it was partnering with SmartAsset and would integrate the company's SmartAdvisor lead generation service into its system. SmartAsset's service recommends prospective clients to advisors, who pay for the leads. ... |
