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How to Market to Millennials

It’s easy to overlook the Millennial generation as a marketing opportunity for financial advisors.

New Treasury Rules Allow for Partial Ann…

New rules approved by the U.S. Treasury Department now allow plan sponsors to offer retirees the option of taking a portion of their pension as an annuity and the remaining...

Boomers Flocking to ETFs: Study

Many market observers have attributed the explosive growth of exchange traded funds to Millennials and GenXers, but a new study shows that Baby Boomers are more receptive to the products...

Latest News

It’s easy to overlook the Millennial generation as a marketing opportunity for financial advisors.

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New rules approved by the U.S. Treasury Department now allow plan sponsors to offer retirees the option of taking a portion of their pension as an annuity and the remaining portion as a lump sum. So reports Forbes.

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Many market observers have attributed the explosive growth of exchange traded funds to Millennials and GenXers, but a new study shows that Baby Boomers are more receptive to the products than their younger counterparts. So reports ThinkAdvisor.

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The U.S. Conference of Mayors is teaming up with the Certified Financial Planner Board of Standards, the Financial Planning Association, and the Foundation for Financial Planning to provide free financial advice during “Financial Planning Days.” So reports Plan Sponsor.

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Lincoln Investment Capital Holdings , which has backing from private equity firm Lovell Minnick Partners, plans to acquire independent broker-dealer and RIA The Legend Group Holdings. So reports PEHub.

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Practice Management

How to Market to Millennials

It’s easy to overlook the Millennial generation as a marketing opportunity for financial advisors.

Technology & Communications

Cyber Security is a High Stakes Matter

Concerns over data security continue to escalate as reports about highly visible cyber breaches pepper the news media. For financial advisors, cyber breaches can be high stakes blunders that can...

Regulatory & Compliance

SEC to Scrutinize RIAs with Troubled Emp…

Registered investment advisors with high-risk employees, such as those individuals who have faced disciplinary actions or have been barred from a broker-dealer, will face increased regulatory scrutiny, according to guidance...

Markets & Investments

Growing Uncertainty Over Europe Presents…

This summer’s vote by the United Kingdom electorate to leave the European Union sent a shockwave through capital markets, with investors fearing that the action could lead to a reduction...

Retirement

Some Parents Prioritizing College Saving…

In a recent survey by HSBC Group, 37% of parents said saving for their children’s education is more important than saving toward retirement. So reports Plan Sponsor.

News Roundup

New Treasury Rules Allow for Partial Ann…

New rules approved by the U.S. Treasury Department now allow plan sponsors to offer retirees the option of taking a portion of their pension as an annuity and the remaining...

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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