6 Social Media Strategies for Advisors
Not sure how to get started on social media? Overwhelmed by the options or the perceived time soak? Help is here.
When an IRA Rollover Is a Bad Idea
“Advisors better have good reason to roll over the 401(k) other than to generate fees and commissions for themselves,” advisor Scott Hanson said.
Financial Confidence Among Military Middle Class Hits Record High
Despite anxiety over sequestration, military families are more confident about their financial security than they have been in some time.
Gen X Says: What Retirement?
Gen Xers began planning for retirement early, but a large majority have plans to still work in some capacity after they retire.
4 Unusual Ways Millennials Are Different From Boomers
Being younger and healthier is just the beginning, a Goldman Sachs study finds. How they buy, and how they refer, is different than their elders.
SEC to Scrutinize Retirement Advice
The SEC has launched a multiyear targeted review of investment advisors’ and BDs’ retirement planning sales practices.
Combating Elder Abuse Requires More Than Raising Awareness
NASAA is drafting model legislation to address how broker-dealers and advisors should respond when they suspect or detect senior financial exploitation.
Managed Accounts Are Underutilized as Retirement Plan Defaults: Towers Watson
Managed accounts are allowed as a qualified default investment alternative in retirement plans, but they face significant challenges preventing them from overtaking target-date funds.
Vanguard: Auto-Enrollment Boosting Retirement Savings
Retirement plan participation is around 75%, up from two-thirds a decade ago, Vanguard reports.
What Do Tougher FINRA Suitability Standards Mean for You?
FINRA's new rules have elevated the importance of risk profiling and risk tolerance, which are often lost in the shuffle.