Advisorpedia

5 days ago | advisorpedia.com | Shep Hyken

One of our subscribers asked, “How can I reverse our company’s declining customer satisfaction ratings?”  Not knowing specifics about the company, its customer feedback, how long the scores have declined, and other details makes it a difficult question to answer. Still, I felt compelled to share something that could help. What I came up with is a list of three “to-dos” that any company should use to find out what’s causing a downward trend.

1 week ago | advisorpedia.com | Laurence Kotlikoff

Larry Sulak is one of our nation's gifts to science and a dear friend. He joined Boston University from MIT with the goal of building a world-class physics department—and he succeeded. But his groundbreaking work has been in the creation, together with collaborators, of extraordinary particle detection devices.

1 week ago | advisorpedia.com | Chris Skinner

There is a regular conversation about the 1% versus the 99%, so I tried to track down: who are the 1%? The numbers surprised me. According to the 2024 Global Wealth Report, the global millionaire count has soared, reaching approximately 58 million. I thought it would be more like 100 million millionaires (and probably is in reality). If you travel between London, Dubai, Singapore, Hong Kong and New York, you pretty much would have to be a millionaire to have a good life there.

1 week ago | advisorpedia.com | Todd Shriber

The U.S. exchange traded funds landscape is largely dominated by passive, domestic equity funds and of that group, the bulk are weighted by market capitalization. Although there are some risks associated with weighting stocks by market value, it is efficient, helps keep fund costs low and taps into the collective wisdom of market participants. It’s also easy for even novice investors to understand.

1 week ago | advisorpedia.com | Todd Shriber

For all the talk about the U.S. retirement crisis, and it’s valid to be sure, it’s not all bad news on the retirement front. In fact, some green shoots are emerging. Northwestern Mutual's 2025 Planning & Progress Study indicates Americans’ retirement “magic number” – the dollar amount they believe they need to say to enjoy a solid quality of life when they’re done working – declined. The newest iteration of the study says the target number is $1.26 million.