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Advisors Rethink Fees as Tech Platforms …

The growing acceptance of low-cost technology platforms for investing is causing advisors to adopt novel approaches to fees. So reports TheStreet.

Facet Wealth Raises $33M

Facet Wealth, which is developing a technology platform and network of professionals to deliver financial planning services to U.S. households, has just raised $33 million in venture capital to help...

Fixed Annuity Sales Jump in Q2

During the second quarter, fixed annuity sales totaled nearly $32 billion. So reports Think Advisor.

Latest News

The growing acceptance of low-cost technology platforms for investing is causing advisors to adopt novel approaches to fees. So reports TheStreet.

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Facet Wealth, which is developing a technology platform and network of professionals to deliver financial planning services to U.S. households, has just raised $33 million in venture capital to help it develop its services. So reports Venture Beat.

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The Financial Planning Coalition and other investor advocates are asking the Securities and Exchange Commission to delay going forward with the Regulation Best Interest because of confusion regarding the differences between brokers and registered advisors. So reports Wealth Management.

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During the second quarter, fixed annuity sales totaled nearly $32 billion. So reports Think Advisor.

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Financial advisors typically focus on hard numbers and cold facts in creating investment portfolios, but being able to help clients through hardships, such as the death of a spouse or other family members, is an equally important skill.

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Practice Management

Preparation for Adversity is Key to Serv…

Financial advisors typically focus on hard numbers and cold facts in creating investment portfolios, but being able to help clients through hardships, such as the death of a spouse or...

Technology & Communications

Financial Firms Falling Behind in Digita…

Financial services firms have been complacent in developing digital marketing programs, but fee pressure and increased competition could change that. So reports Forbes.

Regulatory & Compliance

Investor Advocates Call for Delay of Reg…

The Financial Planning Coalition and other investor advocates are asking the Securities and Exchange Commission to delay going forward with the Regulation Best Interest because of confusion regarding the differences...

Markets & Investments

Yield Curve Shows Increased Risk of Rece…

Research into the gap between the yield on three-month and 10-year U.S. Treasury securities indicates that the risk of a recession has increased. So reports Reuters.

Retirement

President Launches Review of RMDs, Plan …

President Donald Trump has signed an executive order requiring the government to study Required Minimum Distributions (RMD) and ways that costs of offering retirement plans can be reduced for smaller...

News Roundup

Advisors Rethink Fees as Tech Platforms …

The growing acceptance of low-cost technology platforms for investing is causing advisors to adopt novel approaches to fees. So reports TheStreet.

People

Brexit, Market Jitters Create Opportunit…

Financial advisors often promote their services by saying that they can help remove emotions from investing.

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PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.

I accept Policy from this site.
EU Cookie Directive plugin by www.channeldigital.co.uk