Americans Lagging in LTC Planning
A Northwestern Mutual study found that a third of Americans haven’t factored their long-term care needs into their retirement planning.
Top Portfolio Products: Vanguard Switches Indexes to Cut Costs
New products introduced over the last week include a new annuity from Northwestern Mutual, a fresh fund from Hatteras and a CRM update from Schwab.
Recruiting Activity Gathering Steam As FAs Embrace Wide Range of Options
Many brokers continued to move between the wirehouses in the late summer and early fall.
Insurance Ownership Increases Feeling of Financial Security
Purchasing insurance policies helps Americans feel more financially secure, a poll conducted in August by Northwestern Mutual found.
RIA Affiliate of LPL Adds 45 Advisors in Q2
Independent Financial Partners now has close to 500 advisors, including new independent reps from Wells Fargo, Morgan Stanley and other firms.
Top 10 Independent BDs by Annual Revenue
Investment Advisor magazine’s 2012 BD Reference Guide helps sort and rank IBDs in five major categories, with AdvisorOne here highlighting 10 by annual revenue.
Busy Agenda for FPA, Starting With Membership Drop
I recently sat down with two leaders of the Financial Planning Association—Marv Tuttle, executive director and CEO, and Paul Auslander, FPA’s president—to talk about the top issues facing advisors.
Americans Confident About Own Finances, Doubt Nation’s
Americans are far more confident about their own financial plans than they are about the nation’s.
Americans Financially Unprepared for Long Lives
Just 56% of Americans are financially prepared to live to age 75, a survey released Wednesday by Northwestern Mutual found.
$50 Now or $500 Later? Most Americans Would Wait
Americans indicate they are at least interested in saving more, a poll conducted by the financial literacy website TheMint.org found.