Gen X Looking at Lean Retirement as Wealth Trails
Good timing is not the age group’s forte. Many took out mortgages just before prices plunged, making them the most disadvantaged by the housing crisis.
Ric Edelman: Stay Cutting-Edge on Technology or Fail
At IMCA, two views of how to grow a practice, from Ric Edelman and Paul Tramontano.
LIMRA, LOMA Launch Retirement Education Program for Back Office
LIMRA and LOMA are launching the Secure Retirement Institute to encourage education and research on improving retirement readiness.
New Hire Roundup: FPA Welcomes David Brand Back to the Fold
Also this week, Securities America names a director of practice succession and acquisition and a new member for its recruiting team, while an SEC litigator joins WIlmerHale.
How a Fast-Growing RIA Gets Referrals
Three tips from Scott Swenor, the CFO of a boutique RIA that generates unusually fast net organic growth, according to Schwab.
Wealthy Investors Skeptical of Companies’ Socially Responsible Claims
Affluent investors tend to be skeptical of companies that proclaim they have a socially responsible strategy, wondering whether this is simply a public relations gimmick.
Top Portfolio Products: New Income Indexes for Pre-Retirees From BlackRock
Plus, Fidelity to launch 10 ETFs with BlackRock as subadvisor, KraneShares rolls out China Internet ETF, and American Century introduces retirement share class.
10 Best Wealth Manager Logos: Advisors Behind the Winners
Firms submitted, readers voted. Now, the advisors behind the Best Wealth Manager Logos talk about how they chose the logos and how they market their firms.
The Threat Posed by a Declining China
An exploration of why China’s decline is likely to be a lot less peaceful than its rise.
First Allied Hires Former LPL Marketing Exec
This is the second ex-LPL Financial manager that the independent broker-dealer has tapped in the past few months.