Financial Planning

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News

• Index of Advisor Confidence Up in June

  Advisor confidence in the economy and the stock market grew in June, according to Rydex SGI AdvisorBenchmarking.

• New Fiduciary Group to Educate Consumers

  A new advocacy group aims to tackle the consumer with a media campaign to explain the differences between advisors’ fiduciary standard of care and brokers’ suitability standard.

• Half of Registered Advisors Add Clients

  Registered investment advisors reported a rise in new clients, according to a survey released Monday by TD Ameritrade Institutional, a unit of TD Ameritrade Holding Corp.

• Advisors Should Choose Process over Product for Retirement Income

  It is the process and not the products that will drive retirement income planning, according to the latest Cerulli Edge Retirement report.

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Practice Management Features

• Lesson Plans

  By helping your clients transfer their own financial wisdom to their children, you can create a new generation of responsible investors.

• Charitable Connection

  Women are gaining wealth and want to give it away right. You can help them recognize their philanthropic power.

• Spring Cleaning

  Now is the time to get your own financial house in order.

• Survival of the Fittest

  Can your firm adapt to a changing environment and innovate to stay one step ahead of the competition?

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