REAP’s Multidisciplinary Financial Approach Helps Guide Clients Into Greater Afluence.

As seen in Fortune, Entrepreneur & Bloomberg Businessweek.

Don’t Be Afraid of Preparing for Retirement

From: wharton.upenn.edu

Wharton’s Stephanie Creary talks with experts from Harvard and Boston University about how to retire successfully and create a life that works for you.

Retirement doesn’t have to be scary.

After investing years of mental, physical, and emotional energy into their work, many employees fear the prospect of retirement. They worry about isolation, a lack of structure, a lack of purpose, even a loss…

6 Lessons From My 6-Week Mini-Retirement

From: www.morningstar.com

Some insights on life and work after taking time off.

I’m not old enough to retire, but I’m definitely old enough to appreciate a change of scenery every once in a while. Thus, I’m fortunate to work for a company that gives employees the opportunity to take a six-week (paid!) sabbatical once every four years. People at Morningstar typically use this time to travel,…

What is an important term to know in financial services? Fiduciary.

Watch one advisor talk about how independent Registered Investment Advisors are obligated to act in the best interest of their clients – continuously, comprehensively, completely.

Watch one independent financial advisor talk about being a fiduciary and how she serves clients.

A Discussion of the Value Financial Advisors Bring to the Wealth Management Process

Learn how advisors can enhance an investor’s life by helping improve their decision-making process, and how working with an advisor may increase an investor’s sense of confidence and security.

Research has found investors who purchase financial advice are more than one and one half times more likely to stick with their long-term investment plan than those who did not. Because of this commitment…

The True Value of Working with a Financial Advisor

When you consider the benefits of working with a financial advisor, don’t simply begin and end with investment returns. Good financial advisors will do more than manage your portfolio—they’ll manage the journey you take to reach your goals by:

1. Answering Your Questions

Just like you would consult a doctor with medical questions, your financial advisor will be there to answer any questions you have regarding…

Institutional Investors vs. Retail Investors: What’s the Difference?

From: www.investopedia.com

Institutional vs. Retail Investors: An Overview

Investing attracts different kinds of investors for different reasons. The two major types of investors are the institutional investor and the retail investor.

An institutional investor is a company or organization with employees who invest on behalf of others (typically, other companies and organizations). The manner in which an institutional investor allocates capital that’s to be invested…

Institutional vs. Retail Investors: Differences and FAQs

From: www.indeed.com

Institutional and retail investors have many similarities in their roles. Aside from those commonalities, there are numerous areas of distinction between them. If you’re interested in a career in finance, understanding the differences between institutional and retail investors can help you choose the right investing career for you. In this article, we define institutional and retail investors, examine the key differences between them…