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Majority of workers surveyed plan to put off retirement until after 65, and then find retirement work.
May 24 -
In cases where an advisor has created a financial plan for a client, Advisor Access now features a hyperlink to the Goal Planning & Management component powered by MoneyGuidePro.
May 23 -
Whether it's Facebook, Twitter or LinkedIn, financial advisors need a handy resource to keep them abreast of all the latest rules and trade secrets to capitalize on the social media frenzy without running afoul of the regulators. Here's everything wealth managers need to know.
May 23 -
When it comes to financial planning advice in the social media arena, less is almost always more. Here's what wealth managers need to do (and not do) to service their clients while staying within the regulatory boundaries.
May 23 -
Seven tips come in daily under the program that started in August. Thomas Sporkin, director of market surveillance at the SEC, says two to three each day are high quality.
May 23 -
Asset management companies can anticipate regulatory focus to intensify as implementation of the Dodd-Frank Wall Street Reform Act progresses - and not just from the Securities and Exchange Commission.
May 23 -
If the phone rings and you cringe, its time for that client to go. Life is too short, were too good at what we do, Rigas told audience members at the Women Advisors Forum conference in Dallas on Tuesday. There is a rookie out there, there is somebody else that will be really, really happy to serve that client.
May 22 -
More and more planners need to start taking advantage of this powerful medium, says social media expert Amy McIlwain, but how?
May 22 -
Advisors seeking to help older Americans prepare for retirement should remember to keep one tip in mind: avoid using the word retirement.
May 22 -
I feel like a therapist sometimes, says Patricia Barrett, one of the five speakers on the Remember the Alimony panel of divorce experts at the Women Advisors Forum in Dallas. I took mediation training at the University of Houston School of Law. They really emphasized listening, looping back and repeating back to people."
May 22
