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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.

Wells Fargo Advisors Continue to Jump Sh…

Wells Fargo reported having 14,399 financial advisors at the end of the first quarter, which is a decline of 145 advisors from the end of the fourth quarter. So reports...

Credit Card Debt is Exposing Americans t…

Americans have been increasing their credit card debt, which means many individuals and families could face hardships if interest rates continue to rise. So reports Bloomberg.

Latest News

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.

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Wells Fargo reported having 14,399 financial advisors at the end of the first quarter, which is a decline of 145 advisors from the end of the fourth quarter. So reports Barron’s.

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Americans have been increasing their credit card debt, which means many individuals and families could face hardships if interest rates continue to rise. So reports Bloomberg.

Read more

The Securities and Exchange Commission has issued a warning to advisors regarding frequent overbilling. So reports Forbes.

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The dramatic reversal in sector leadership within the S&P 500 Index during the past two years demonstrates the highly fickle nature of investors. It also illustrates how advisors can add value by encouraging clients to take a balanced approach to investing.

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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 Warns Advisors About Overbilling Cli…

The Securities and Exchange Commission has issued a warning to advisors regarding frequent overbilling. So reports Forbes.

Markets & Investments

Investors’ Fickle Nature Calls for Balan…

The dramatic reversal in sector leadership within the S&P 500 Index during the past two years demonstrates the highly fickle nature of investors. It also illustrates how advisors can add...

Retirement

Bi-Partisan Bill Would Enhance Retiremen…

Legislation introduced by Senate Finance Committee Chairman Orrin Hatch (R-Utah) and Ranking Member Ron Wyden (D-Ore.) would authorize multi-employer pension plans and other savings mechanisms, such as allowing individuals older...

News Roundup

Wells Fargo Advisors Continue to Jump Sh…

Wells Fargo reported having 14,399 financial advisors at the end of the first quarter, which is a decline of 145 advisors from the end of the fourth quarter. So reports...

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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