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Most Highly-Rated Firms Continue to Win …

Commonwealth Financial Network, Edward Jones, Raymond James and Cambridge Investment Research have once again received high grades on J.D. Power’s annual study of advisor satisfaction. So reports Financial Planning.

CPA Organization Introduces Financial Pl…

The American Institute of CPAs has just created its own Personal Financial Planning Certificates Program, which includes five certificates that are specific to the main areas of personal financial planning...

Financial Planning Association Lobbies f…

Approximately 85 members of the Financial Planning Association recently spent a day on Capital Hill to urge lawmakers to increase regulation and oversight of advisors. So reports Financial Advisor.

Latest News

The MSCI Emerging Markets Index generated a negative 6.51% return for the first six month of this year.

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Commonwealth Financial Network, Edward Jones, Raymond James and Cambridge Investment Research have once again received high grades on J.D. Power’s annual study of advisor satisfaction. So reports Financial Planning.

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SEC Chairman Jay Clayton will hold roundtable discussions with “Main Street investors” this month to hear their views about their relationships with investment professionals. So reports ThinkAdvisor.

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Divorce typically increases individuals’ ranking on the National Retirement Risk Index by 7 percentage points compared to the 2008 financial crisis, which increased individuals ranking by 9 percentage points. So reports CNBC.

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LPL Financial has reached an agreement with Massachusetts to reimburse investors who were improperly sold unregistered securities by the broker-dealer in 2006. So reports ThinkAdvisor.

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Practice Management

Advisors Failing to Implement Succession…

Advisor often encourage their clients who are business owners to draft succession plans, but many advisors have failed to do the same for their own businesses. So reports InsuranceNetNews.

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

SEC Seeks Input from Main Street Investo…

SEC Chairman Jay Clayton will hold roundtable discussions with “Main Street investors” this month to hear their views about their relationships with investment professionals. So reports ThinkAdvisor.

Markets & Investments

Asset Managers Respond to Emerging Marke…

The MSCI Emerging Markets Index generated a negative 6.51% return for the first six month of this year.

Retirement

Divorce Almost As Devastating As Great R…

Divorce typically increases individuals’ ranking on the National Retirement Risk Index by 7 percentage points compared to the 2008 financial crisis, which increased individuals ranking by 9 percentage points. So...

News Roundup

Most Highly-Rated Firms Continue to Win …

Commonwealth Financial Network, Edward Jones, Raymond James and Cambridge Investment Research have once again received high grades on J.D. Power’s annual study of advisor satisfaction. So reports Financial Planning.

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