News Roundup (677)
Brokers Need to Rethink Their Views on Providing Advice
- Saturday, 16 March 2019
- News Roundup
- Written by PFA News
Last year was the first year in which revenues from fees for the top 50 independent broker-dealers exceeded revenues from commissions, but many firms still view advice as a liability rather than a value-added service. So reports Financial Planning.
Read more...Study Quantifies Costs of Trade Tariffs
- Saturday, 16 March 2019
- News Roundup
- Written by PFA News
Economists from the Federal Reserve Bank of New York, Princeton University and Columbia University have concluded that President Donald Trump's tariffs, imposed last year on products ranging from washing machines and steel imported from China, are costing U.S. companies and consumers $3 billion a month in additional taxes. So reports BNN Bloomberg.
Read more...Stockbrokers’ Pay Outpacing the Rest of American Workers
- Friday, 15 February 2019
- News Roundup
- Written by PFA News
The median pay for stockbrokers and other individuals who sell financial products was $63,780 in 2017, which outpaced the median pay of $50,620 for all workers. So reports The Street. Read more...
Americans Now Include Pets in Legacy Planning
- Thursday, 31 January 2019
- News Roundup
- Written by PFA News
Including provisions for pets in legacy planning through annuities, life insurances, or trusts has become popular. So reports Forbes.
Advisors Need Only Work Five Hours a Day
- Thursday, 31 January 2019
- News Roundup
- Written by PFA News
Matt Oechsli, author of “How to Build a 21st Century Financial Practice: Attracting, Servicing and Retaining Affluent Clients,” says advisors can cut their workday down to only five hours. Read more...
Technology Can Help Advisors Respond to Fee Compression
- Thursday, 31 January 2019
- News Roundup
- Written by PFA News
Emerging technology can help advisors weather fee compression by carving out fees for specific services, says Cetera President Adam Antoniades. So reports Financial Planning. Read more...
Americans Are Less Optimistic About Their Finances
- Saturday, 19 January 2019
- News Roundup
- Written by PFA News
In a recent study by Bankrate, 55% of Americans said they do not think their personal finances will improve in 2019. Read more...
Additional Tax Reform Unlikely This Year
- Friday, 07 December 2018
- News Roundup
- Written by PFA News
Proposed legislation that would extend approximately 30 expiring tax cuts and include retirement provisions is unlikely to pass this year as members of the House of Representatives are reluctant to vote on a bill that is expected to receive opposition in the Senate. So reports The Washington Post. Read more...
Advisors' 3 Biggest Challenges: Column
- Friday, 07 December 2018
- News Roundup
- Written by PFA News
Maintaining business operations while simultaneously providing advice, discovering new ways to deliver value to clients, and boosting profits are three of the largest challenges that advisors face, according to a Forbes column by David Miller, CEO of Peach Labs. Read more...
How Do You Measure An Advisor's Value to Clients?
- Friday, 07 December 2018
- News Roundup
- Written by PFA News
A new study by Charles Schwab seeks to answer that question. So reports Barron's.
Read more...Most Read
-
-
Feb 21 2011
-
Written by Administrator
Add us to your Safe Sender list: We want to…
-
-
-
Nov 07 2012
-
Written by Administrator
Progressive Media Group Subscription Agreement This agreement states the general…
-
-
-
Dec 16 2013
-
Written by PLP Staff
The challenge of working with clients during a soaring bull…
-
-
-
Mar 09 2013
-
Written by Staff Writer
While market bulls are understandably cheering the ongoing equity rally…
-