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Retirement Plan Loans, Deferred Contribu…

Retirement plan loans and delaying making plan contributors have a greater adverse impact on younger individuals who would otherwise have more time for their assets to generate compounded investment returns...

Dumpster Diving: One Financial Planner’s…

Daniel Tay of Singapore has given up on being a financial planner and now focuses on dumpster diving. So reports The Straits Times.

With Digital Marketer Shortage, Recruitm…

Asset managers and other financial advisory firms are planning to aggressively increase their digital marketing next year. Yet, with unemployment at a significantly low rate of only 4.1%, many firms...

Latest News

Industry competition for clients and the growing popularity of low-cost robo-advisors are likely to continue increasing pressure on advisors to lower their fees.

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Brian Hirsch has received more than $1 million in kickbacks in exchange for providing clients with preferential access to lucrative initial public offerings, according to allegations by the Securities and Exchange Commission. So reports LeapRate.

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Retirement plan loans and delaying making plan contributors have a greater adverse impact on younger individuals who would otherwise have more time for their assets to generate compounded investment returns. So reports PlanAdvisor.

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The Financial Industry Regulatory Authority will start sharing its budgets and guiding principles in an effort to improve transparency. So reports ThinkAdvisor.

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Regulators have seized $300,000 in assets from suspects who are believed to have committed identify theft to steal $2 million from retirement plans that used Great West as a recordkeeper. So reports The Denver Post.

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Practice Management

With Digital Marketer Shortage, Recruitm…

Asset managers and other financial advisory firms are planning to aggressively increase their digital marketing next year. Yet, with unemployment at a significantly low rate of only 4.1%, many firms...

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

Stock Broker Charged with IPO Kickback S…

Brian Hirsch has received more than $1 million in kickbacks in exchange for providing clients with preferential access to lucrative initial public offerings, according to allegations by the Securities and...

Markets & Investments

Will the Public Warm Up to Annuities?

Annuity sales have been dreary, but Americans for Annuity Protection believes the products will enjoy increased popularity with the public next year. So reports Insurance News Net. 

Retirement

Americans Facing Shorter Retirements, Po…

Americans are facing shorter retirements as many individuals work longer at a time when gains in life expectancy have stalled. So reports Bloomberg.

News Roundup

Retirement Plan Loans, Deferred Contribu…

Retirement plan loans and delaying making plan contributors have a greater adverse impact on younger individuals who would otherwise have more time for their assets to generate compounded investment returns...

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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