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Americans Are Less Optimistic About Thei…

In a recent study by Bankrate, 55% of Americans said they do not think their personal finances will improve in 2019. 

IRA Trusts Are Growth Area for Advisors

Helping to implement IRA Trusts and monitoring the programs can be an attractive market for financial planners who currently compete against no-cost or low-cost advisory platforms, writes Ed Slott, a...

Additional Tax Reform Unlikely This Year

Proposed legislation that would extend approximately 30 expiring tax cuts and include retirement provisions is unlikely to pass this year as members of the House of Representatives are reluctant to...

Latest News

A host of insurers tried to weaken a proposed rule revision by New York state that would protect consumer from inappropriate sales practices involving retirement savings products. So reports Politico.

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Pam Krueger, host of the television investor education show Money Track, has launched Wealthramp, which uses an algorithm to help individuals find financial advisors. So reports Forbes.

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In a recent study by Bankrate, 55% of Americans said they do not think their personal finances will improve in 2019. 

Read more

The Securities and Exchange Commission’s work on creating Regulation Best Interest could be delayed because the regulator is operating with limited staff as a result of the government shutdown. So reports Advisor News.

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BlackRock and Microsoft are developing what they claim will be a cutting-edge platform that will sell guaranteed income products that aren’t available in existing retirement programs, including 401(k)s. So reports RIABiz.

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Practice Management

IRA Trusts Are Growth Area for Advisors

Helping to implement IRA Trusts and monitoring the programs can be an attractive market for financial planners who currently compete against no-cost or low-cost advisory platforms, writes Ed Slott, a...

Technology & Communications

Advisor Launches Online Referral Service

Pam Krueger, host of the television investor education show Money Track, has launched Wealthramp, which uses an algorithm to help individuals find financial advisors. So reports Forbes.

Regulatory & Compliance

Big Insurers Tried to Weaken NY State In…

A host of insurers tried to weaken a proposed rule revision by New York state that would protect consumer from inappropriate sales practices involving retirement savings products. So reports Politico.

Markets & Investments

Blackstone Exec Issues Rosy Outlook for …

The Federal Reserve’s monetary policy will remain accommodative this year, interest rates will stay low and the S&P 500 Index will gain approximately 15%. That's according to Byron R. Wien...

Retirement

Microsoft, BlackRock to Create Pension P…

BlackRock and Microsoft are developing what they claim will be a cutting-edge platform that will sell guaranteed income products that aren’t available in existing retirement programs, including 401(k)s. So reports...

News Roundup

Americans Are Less Optimistic About Thei…

In a recent study by Bankrate, 55% of Americans said they do not think their personal finances will improve in 2019. 

People

Brexit, Market Jitters Create Opportunit…

Financial advisors often promote their services by saying that they can help remove emotions from investing.

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PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.

I accept Policy from this site.
EU Cookie Directive plugin by www.channeldigital.co.uk