Unsung Heroes in the Rise of a Fiduciary Standard
By Bob Clark, Bob ClarkI've written many times over the years about how Ron Roge and other members of the NAPFA board virtually singlehandedly drove fee compensation for advisors...
April 08, 2010
Hispanic boomers cutting back retirement accountsHispanic boomers are almost evenly split in retirement confidence. A study by AARP found that 49 percent of Hispanic boomers said they were "somewhat confident"...
April 08, 2010
Our march through EuropeI hesitated with the title, considering 'toward' rather than 'through,' but went with the latter because I believe we're already there. Consider: an exponential leap...
April 08, 2010
Advisors: Clients would rather delay retirement than downsize lifestyleIf your clients tell you they're not confident about retiring, perhaps you're asking the wrong question. According to a survey from MainStay Investments, 61...
April 08, 2010
Public Opinion Polls: Which Ones Can You Trust?When it comes to health care reform, there has been no shortage of public opinion polls. Rasmussen Reports publishes a new feeler study every week, ...
April 08, 2010
Public Opinion Polls: Which Ones Can You Trust?When it comes to health care reform, there has been no shortage of public opinion polls. Rasmussen Reports publishes a new feeler study every week, ...
April 07, 2010
Many Investors Show Resilience, Vanguard SharesThe median participant account balance grew by 33 percent in 2009, after a decline of 31 percent in 2008.
April 07, 2010
Are you connected?Came across an interesting study recently from Kansas City-based American Century Investments that figures about 1 in 5 financial services professionals now use social media daily for business purposes.
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