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How to Build a Leading Editorial Team

Advisory firms often focus on training their sales reps and ensuring that advertising and web campaigns target appropriate customers. Yet, many firms fall short on producing compelling collateral.

LPL Taps BlackRock Tech for Robo-Advisor…

LPL has decided to offer Robo advice and has tapped technology from BlackRock Financial. So reports Reuters.

Robo-Advisor Betterment Raises Another $…

Robo-advisor Betterment has raised another $100 million in venture capital and plans to use the funding to build out additional advice products. Those include services on its 401(k) platform and additional...

Latest News

Advisory firms often focus on training their sales reps and ensuring that advertising and web campaigns target appropriate customers. Yet, many firms fall short on producing compelling collateral.

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Changes to forms 1099-R and 5498 that require IRA custodians to disclose hard-to-value assets in IRAs could lead to the Internal Revenue Service increasing its enforcement of required minimum distributions. So reports Financial Planning.

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President Barack Obama has threatened to veto legislation recently passed by the U.S. House of Representatives that would repeal the Labor Department’s Fiduciary rule. So reports Wealth Management.

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Present bias, or spending money now rather than saving, and failing to appreciate the power of compounded earnings has cost retirement savers $1.7 trillion.

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A lawsuit alleging that Edison International improperly favored high-fee funds for its 401(k) plan has been rejected by 9th U.S. Circuit Court of Appeals in San Francisco. The U.S. Supreme Court had previously ruled that the litigation must be reheard. So reports Reuters.

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Practice Management

How to Build a Leading Editorial Team

Advisory firms often focus on training their sales reps and ensuring that advertising and web campaigns target appropriate customers. Yet, many firms fall short on producing compelling collateral.

Technology & Communications

Key Considerations for Advisors Consider…

For financial advisory firms, implementing customer relationship management technology can be a high stakes and dicey undertaking.

Regulatory & Compliance

Obama Expected to Block Effort to Kill F…

President Barack Obama has threatened to veto legislation recently passed by the U.S. House of Representatives that would repeal the Labor Department’s Fiduciary rule. So reports Wealth Management.

Markets & Investments

Tread Carefully When Venturing Into Alts

Even though markets have been calm recently, the large equity selloff in the second half of 2015 and in the early portion of 2016 illustrates how quickly investor sentiment can...

Retirement

New Reporting of Hard-to-Value Assets Co…

Changes to forms 1099-R and 5498 that require IRA custodians to disclose hard-to-value assets in IRAs could lead to the Internal Revenue Service increasing its enforcement of required minimum distributions...

News Roundup

LPL Taps BlackRock Tech for Robo-Advisor…

LPL has decided to offer Robo advice and has tapped technology from BlackRock Financial. So reports Reuters.

People

Collecting Social Security Early Has Som…

Collecting Social Security early can help retirees assess how much they can spend because the payments are consistent. So reports Wealth Management.

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