Mobile Technology ‘Distracting’ From Long-Term Planning: Northwestern
Respondents across all generational cohorts are increasingly distracted by technology.
Time Not on Our Side, Americans Say
Nearly a quarter of Americans say their biggest obstacle in planning for retirement is that they don’t have enough time, according to a study by Northwestern Mutual.
Northwestern Mutual to Hire 5,500 This Year
This goal comes on the heels of the life insurance firm’s 2012 recruiting of 5,000 financial professionals.
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.