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There is a 20-year age difference between Shelly Church and Ilona Sawin, yet they have found enough common ground to form their own financial advisory team at Raymond James & Associates.
October 6
On Wall Street -
A recent study shows that the gap between what Americans need for retirement and the amount they saved up is $6.6 trillion
October 6
Financial Planning -
As the battle rages over harmonizing regulation under fiduciary standard, are more rules really the answer?
October 1
On Wall Street -
The coming weeks will be interesting and advisors will be caught in the middle trying to strike a balance.
October 1
Employee Benefit News and Employee Benefit Adviser -
A closer examination of why (and why not) annuities belong in a 401(k) plan.
October 1
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There is no talent shortage out there, recruiter Mindy Diamond says, so long as youre not looking for a successor.
October 1
Idea Refinery -
As a bipartisan commission figures out ways to reduce the deficit, it makes no political sense to touch the government insurance program.
September 29
Financial Planning -
At a gala fundraiser, Wall Street shows that money isnt its only concern but that it can show generosity and patriotism in helping the children of fallen soldiers and wounded warriors.
September 27
On Wall Street -
Theres a lot of debate right now about whether putting annuities in 401(k) plans is a good idea or not.
September 24
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A tiny hedge fund scans thousands of articles to gauge investor sentimentwhen there is an optimistic shift in tone, it buys and waits for others to pile on.
September 24
Employee Benefit News and Employee Benefit Adviser