News Roundup (677)
Advisors Struggle with Time Management
- Saturday, 19 April 2014
- News Roundup
- Written by PFA News
Less than half of financial advisors say they feel either completely or somewhat in control of their businesses and their time, according to a recent Financial Planning Association survey. So reports LifeHealthPro.
Read more...Americans Give Themselves Low Grades for Financial Literacy
- Saturday, 12 April 2014
- News Roundup
- Written by PFA News
In a recent survey by the National Foundation for Credit Counseling, 61% of individuals say they have no budget and 41% say they would give themselves a 'C' for their knowledge of finance. So reports the Chicago Tribune.
Read more...Planners Launch Network to Help Startup Advisors Serve Gens X and Y
- Saturday, 05 April 2014
- News Roundup
- Written by PFA News
Financial planners Michael Kitces and Alan Moore have teamed up to launch a platform called XY Planning Network that will help startup advisors serve the Gen X and Y market. So reports ThinkAdvisor.
Read more...Transamerica to Reimburse Clients for Advisory Fee Issues
- Saturday, 05 April 2014
- News Roundup
- Written by PFA News
Transamerica Financial will reimburse 2,304 current and former accounts as part of a settlement with the Securities and Exchange Commission on charges that the broker-dealer overcharged clients. So reports Financial Planning.
Read more...Start-up Firm Lebenthal Recruits Billion Dollar Team
- Sunday, 30 March 2014
- News Roundup
- Written by Chris Frankie
Lebenthal Wealth Advisors, which is an offshoot of the famous bond trading firm Lebenthal Holdings, has recruited a $1.2 billion team from Morgan Stanley. So reports Financial Planning.
Read more...- Social media
- Business
- Small business
- United States
- Marketing and Advertising
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- National Association of Women Business Owners
- Market research
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- Social media
- Business
- Small business
- United States
- Marketing and Advertising
- Affiliate marketing
- National Association of Women Business Owners
- Market research
- Online shopping
- Carrie Gallaway
- Andrew Stern
- Sorenson Group
- lebenthal
- lebenthal wealth advisors
- morgan stanley
New Regs to Protect Mortgage Applicants
- Sunday, 30 March 2014
- News Roundup
- Written by PFA News
Regulations that seek to protect consumers when shopping for mortgages have recently gone into effect. So reports the Huffington Post.
Read more...A Record Number of Hedge Funds Close
- Sunday, 30 March 2014
- News Roundup
- Written by PFA News
Recent work from research firm HFR has determined that 904 hedge funds were closed last year, a three-year high. So reports ThinkAdvisor.
Read more...Independents and Dually Registered Advisors will Capture Market Share
- Saturday, 22 March 2014
- News Roundup
- Written by PFA News
Cerulli Associates forecasts that dually registered advisors and independent advisors will capture 26% of retail advisor assets over the next two years. So reports ThinkAdvisor.
Read more...Most Americans Can’t Afford New Cars
- Friday, 14 March 2014
- News Roundup
- Written by PFA News
A recent study has concluded that most Americans can’t afford to splurge on new cars. So reports MoneyNews.
Read more...The High Cost of Portfolio Turnover
- Friday, 14 March 2014
- News Roundup
- Written by PFA News
The benefits of deferring taxes on capital gains by minimizing portfolio trading can diminish substantially with even limited trading. So writes Michael Kitces in the Nerd’s Eye View.
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