The hurricane is the latest severe-weather event in a retirement destination, underscoring the concerns about climate change that clients bring up, financial planners say.
Trevor Gurwich, senior portfolio manager at American Century Investments, sits down with InvestmentNews anchor Gregg Greenberg to offer his top picks in the small-cap arena.
Advisor fees have remained relatively steady despite free compression across the industry. However, clients now expect more bang for their buck, says AssetMark's Matthew Matrisian.
The investment giant said Social Security numbers, driver's licenses, and other sensitive information was compromised by a third party using newly established accounts.
