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For Millennials, Avoiding Credit Cards C…

Many millennials are failing to establish credit histories and enjoy other benefits, such as enhanced fraud protection that are associated with credit cards. So reports CNN.

Fee-based Planners Also Face Conflicts o…

Fee-based planners are often viewed as having fewer conflicts of interest, but challenges exist with all forms of compensation, according to Financial Planning Association President Shannon J. Pike.

State Street to Pay $5M Over Discriminat…

State Street has agreed to pay $5 million to settle claims that it underpaid female and black employees. So reports CNN.

Latest News

Many millennials are failing to establish credit histories and enjoy other benefits, such as enhanced fraud protection that are associated with credit cards. So reports CNN.

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Fee-based planners are often viewed as having fewer conflicts of interest, but challenges exist with all forms of compensation, according to Financial Planning Association President Shannon J. Pike.

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Rather than pay fees and contend with other drawbacks of annuities, retirees may want to consider creating a bond ladder with Treasuries that will mature each year to create income. So reports Forbes.

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State Street has agreed to pay $5 million to settle claims that it underpaid female and black employees. So reports CNN.

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Morgan Creek Capital Management’s Mark Yusko has been a vocal critic of ETFs. More recently he decided to join the enemy by launching his own of ETF, reports Bloomberg.

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Practice Management

Low-Cost Services May Cause Upheaval in …

Low-cost advisory services from robo-advisors and firms such as Vanguard are likely to cause financial planners, who may charge 1% of assets under management, to revamp their fee structures. That's...

Technology & Communications

New Bot Trades Off of Trump’s Tweets

A new bot created by advertising agency T3 automatically analyzes Donald Trump’s tweets and then shorts the stocks of companies that he criticizes. So reports Bloomberg.

Regulatory & Compliance

Rep. Ann Wagner Propose Alternative to D…

Republican Rep. Ann Wagner of Missouri has introduced legislation that would create a new standard for advisors that would fall somewhat between fiduciary and suitability requirements. So reports InsuranceNewsNet.

Markets & Investments

Is a Bond Ladder a Reasonable Alternativ…

Rather than pay fees and contend with other drawbacks of annuities, retirees may want to consider creating a bond ladder with Treasuries that will mature each year to create income. So reports...

Retirement

Millennial Parents Prioritizing Kids' Co…

New research by Personal Capital has found that 70% of millennial parents are willing to prioritize saving for a children’s education over saving for retirement, which is a big mistake, according...

News Roundup

For Millennials, Avoiding Credit Cards C…

Many millennials are failing to establish credit histories and enjoy other benefits, such as enhanced fraud protection that are associated with credit cards. So reports CNN.

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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