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Dumpster Diving: One Financial Planner’s…

Daniel Tay of Singapore has given up on being a financial planner and now focuses on dumpster diving. So reports The Straits Times.

With Digital Marketer Shortage, Recruitm…

Asset managers and other financial advisory firms are planning to aggressively increase their digital marketing next year. Yet, with unemployment at a significantly low rate of only 4.1%, many firms...

CFP Board Revises Proposed Changes to Et…

The Certified Financial Planner Board of Standards has produced a second draft of its proposed changes to its code of ethics after reviewing comments on an earlier proposal to update...

Latest News

Regulators have seized $300,000 in assets from suspects who are believed to have committed identify theft to steal $2 million from retirement plans that used Great West as a recordkeeper. So reports The Denver Post.

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Financial services firms have been complacent in developing digital marketing programs, but fee pressure and increased competition could change that. So reports Forbes.

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Annuity sales have been dreary, but Americans for Annuity Protection believes the products will enjoy increased popularity with the public next year. So reports Insurance News Net

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Daniel Tay of Singapore has given up on being a financial planner and now focuses on dumpster diving. So reports The Straits Times.

Read more

Asset managers and other financial advisory firms are planning to aggressively increase their digital marketing next year. Yet, with unemployment at a significantly low rate of only 4.1%, many firms will face challenges in recruiting employees for executing on their new marketing goals.

Read more

Practice Management

With Digital Marketer Shortage, Recruitm…

Asset managers and other financial advisory firms are planning to aggressively increase their digital marketing next year. Yet, with unemployment at a significantly low rate of only 4.1%, many firms...

Technology & Communications

Financial Firms Falling Behind in Digita…

Financial services firms have been complacent in developing digital marketing programs, but fee pressure and increased competition could change that. So reports Forbes.

Regulatory & Compliance

Scammers Use Identity Theft to Steal $20…

Regulators have seized $300,000 in assets from suspects who are believed to have committed identify theft to steal $2 million from retirement plans that used Great West as a recordkeeper...

Markets & Investments

Will the Public Warm Up to Annuities?

Annuity sales have been dreary, but Americans for Annuity Protection believes the products will enjoy increased popularity with the public next year. So reports Insurance News Net. 

Retirement

Americans Facing Shorter Retirements, Po…

Americans are facing shorter retirements as many individuals work longer at a time when gains in life expectancy have stalled. So reports Bloomberg.

News Roundup

Dumpster Diving: One Financial Planner’s…

Daniel Tay of Singapore has given up on being a financial planner and now focuses on dumpster diving. So reports The Straits Times.

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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