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Higher Income Leads to a Decline in Happ…

Individuals’ happiness and satisfaction with life tends to decline when their incomes exceed $95,000. So reports Money.

Vanguard Becomes Sponsor of CFP Board Ce…

Vanguard has decided to become a Visionary Circle Sponsor of The CFP Board Center for Financial Planning. So reports Public Now.

Low-Cost Tech Rivals Big Ticket Platform…

Independents advisors have been able to acquire low cost technology through licensing agreements or through custodians that can rival billion dollar software used by large wirehouses. So reports Forbes.

Latest News

Individuals’ happiness and satisfaction with life tends to decline when their incomes exceed $95,000. So reports Money.

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Two new rules intended to protect seniors went live earlier this month. With that, financial firms must now make "reasonable efforts" to get information for trusted contact persons on behalf of clients. So reports ThinkAdvisor.

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Deregulation could allow lenders, credit card companies and other financial institutions the freedom to engage in activities that some industry observers believe are predatory or abusive, so financial literacy is becoming increasingly important. So reports U.S. News & World Report.

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The 1,157 point drop in the Dow Jones Industrial average in early February resulted in a deluge of investors checking their accounts online, which in turn caused temporary failures or the slowing of services from internet platforms operated by Fidelity, TD Ameritrade, T. Rowe Price, Betterment, and Wealthfront. So reports Financial Planning.

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The mega backdoor Roth IRA can be an appealing opportunity for advisors to differentiate their services and capture assets that may otherwise flow into 401(k) plans not in their book of business.

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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

Rules to Protect Seniors Go Live

Two new rules intended to protect seniors went live earlier this month. With that, financial firms must now make "reasonable efforts" to get information for trusted contact persons on behalf...

Markets & Investments

Market Plunge Sparks Website Outages for…

The 1,157 point drop in the Dow Jones Industrial average in early February resulted in a deluge of investors checking their accounts online, which in turn caused temporary failures or...

Retirement

Legislation Could Increase Use of Annuit…

Legislation currently proposed in Congress would allow retirement plan sponsors to rely on state insurance department reviews as an alternative to determining if an annuity provider has the capacity to...

News Roundup

Higher Income Leads to a Decline in Happ…

Individuals’ happiness and satisfaction with life tends to decline when their incomes exceed $95,000. So reports Money.

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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