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News Roundup (677)

How to Improve Diversity Among Planners

Saturday, 27 October 2018
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The CFP board should increase the number of minority planners by holding diversity summits, providing black and Latino leaders with opportunities to be more visible and connecting financial planning candidates with experienced planners through mentorship programs. That's according to Whitney Tome, principal of The Raben Group, which is a national public policy firm. So reports NextAvenue.

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LGBTQ Investors Tend to Take More Risk

Saturday, 13 October 2018
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A recent study by Massachusetts Mutual Life Insurance has found that lesbian, gay, bisexual, transgender, queer or questioning (LGBTQ) Americans tend to take bigger risks when investing for retirement. So reports Financial Advisor. Read more...

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Financial Advice Fees Are Falling

Saturday, 13 October 2018
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Some advisors now charge less than 1% of assets rather than the typical long-term fee that ranges from 1% to 1.5% of assets. So reports Barron’s. Read more...

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How to Help Grieving Clients

Saturday, 29 September 2018
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Advisors should avoid overwhelming clients who have recently lost a spouse. So reports Barron's.

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Understanding Exotic Cars Can Give Your HNW Biz a Boost

Saturday, 29 September 2018
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Understanding the basics of collecting exotic cars can go a long way in helping advisors build a business that serves high net worth clients. So reports Wealth Management. Read more...

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Advisors Rethink Fees as Tech Platforms Gain a Foothold

Saturday, 15 September 2018
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The growing acceptance of low-cost technology platforms for investing is causing advisors to adopt novel approaches to fees. So reports TheStreet. Read more...

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Facet Wealth Raises $33M

Saturday, 15 September 2018
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Facet Wealth, which is developing a technology platform and network of professionals to deliver financial planning services to U.S. households, has just raised $33 million in venture capital to help it develop its services. So reports Venture Beat. Read more...

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Fixed Annuity Sales Jump in Q2

Saturday, 15 September 2018
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During the second quarter, fixed annuity sales totaled nearly $32 billion. So reports Think Advisor.

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Median American Family Has Hardly Any Savings

Sunday, 02 September 2018
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The median American household has only $11,700 in savings compared to the $1.1 million in savings for the top 1%. So reports MarketWatch. Read more...

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Medical Insurance is Clients' Biggest Healthcare Issue: Weath Managers

Wednesday, 15 August 2018
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In a recent study by the Family Wealth Alliance, wealth managers identified medical insurance as being their clients’ biggest healthcare-related issue. So reports Wealth Management. Read more...

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