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Army Veteran is the Next CFP Board Chair…

Richard Salmen, who is currently a Cessna pilot and an Army veteran, has been select as the new chairman for the CFP Board. So reports Financial Planning.

SEI to Provide Content to Members of FPA

SEI will provide content to members of the Financial Planning Association as part of a new strategic relationship. So reports Think Advisor.

Retirement Plan Loans, Deferred Contribu…

Retirement plan loans and delaying making plan contributors have a greater adverse impact on younger individuals who would otherwise have more time for their assets to generate compounded investment returns...

Latest News

Legislation currently proposed in Congress would allow retirement plan sponsors to rely on state insurance department reviews as an alternative to determining if an annuity provider has the capacity to make future income payments. So reports Financial Advisor.

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Jeffrey Lewis, who is a former financial planner, has been sentenced to 33 months in prison for stealing $455,000 from a 94-year-old blind woman in Mercer County. So reports the Pittsburgh Post-Gazette.

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Richard Salmen, who is currently a Cessna pilot and an Army veteran, has been select as the new chairman for the CFP Board. So reports Financial Planning.

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SEI will provide content to members of the Financial Planning Association as part of a new strategic relationship. So reports Think Advisor.

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Industry competition for clients and the growing popularity of low-cost robo-advisors are likely to continue increasing pressure on advisors to lower their fees.

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Practice Management

With Digital Marketer Shortage, Recruitm…

Asset managers and other financial advisory firms are planning to aggressively increase their digital marketing next year. Yet, with unemployment at a significantly low rate of only 4.1%, many firms...

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

Advisor Jailed for Stealing from Elderly…

Jeffrey Lewis, who is a former financial planner, has been sentenced to 33 months in prison for stealing $455,000 from a 94-year-old blind woman in Mercer County. So reports the...

Markets & Investments

Will the Public Warm Up to Annuities?

Annuity sales have been dreary, but Americans for Annuity Protection believes the products will enjoy increased popularity with the public next year. So reports Insurance News Net. 

Retirement

Legislation Could Increase Use of Annuit…

Legislation currently proposed in Congress would allow retirement plan sponsors to rely on state insurance department reviews as an alternative to determining if an annuity provider has the capacity to...

News Roundup

Army Veteran is the Next CFP Board Chair…

Richard Salmen, who is currently a Cessna pilot and an Army veteran, has been select as the new chairman for the CFP Board. 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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