The Assets: Retirement planning
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February 13, 2019This Advice Firm Created its Own Fund Rating SystemThe system has 13 criteria.
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February 11, 2019Variable Annuities are Still Being Recommended — Despite Ohio National FalloutSome FAs aren’t bothered by client questions on the reliability of variable selling agreements.Last Comment: February 11, 2019
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February 7, 2019Congressmen Reintroduce House Bill to Stimulate Retirement SavingsThe bill would make it easier for companies to set up multiple employer plans.No Comments
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February 4, 2019Fidelity Says Retirement Account Balances Dropped 10% in Q4Average balances in Fidelity’s retirement accounts were down around 8% for the year.No Comments
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January 30, 2019Raymond James Advisor Reveals Key to Servicing Plan Sponsor ClientsThe firm believes financial advisory services should be tailored to the unique needs of each client. Transcript Video [ 4:56 ] No Comments
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January 28, 2019Fewer Parents Say They’re Likely to Seek Financial AdviceBut advisors may have a more receptive audience among Millennial parents, according to a recent survey by New York Life.No Comments
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January 28, 2019Suspected Fraud Against Seniors Doubles in Five YearsThe federal government has enacted laws to make it easier for financial institutions to prevent suspected fraud, but further measures may be necessary.No Comments
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January 28, 2019Startup Promises Amazon Prime-like Services for FAsChalice Financial Network is a software-as-a-service-based member benefit organization offering subscription-based access to a slew of wealth management-related services.No Comments
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January 28, 2019LPL Amends VA Contracts in Light of Ohio National Annuity DebacleLPL has renegotiated agreements with all 15 annuity partners following Ohio National’s decision to stop paying trailing commissions.Last Comment: January 28, 2019
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January 28, 2019Will the Democrats’ Tax Proposals Really Affect UHNW Clients?Sen. Elizabeth Warren, D-Mass., has proposed levying a 2% annual tax on individuals with assets above $50 million, but it may be doomed, a Nobel laureate says.No Comments
