News Roundup (677)
Forbes Offers 4 Steps to Evaluate Advisors
- Sunday, 01 June 2014
- News Roundup
- Written by PFA News
In a guest blog post for Forbes, the founder of a firm that helps people evaluate their financial advisors sets forth four steps investors can take to ensure they’re choosing a top-notch wealth management professional.
Read more...Women Underrepresented in Financial Planner Profession
- Sunday, 01 June 2014
- News Roundup
- Written by PFA News
A study released by the Certified Financial Planner Board shows that less than 25% of the 69,500 certified financial planners in the United States are female. So reports the Miami Herald.
Read more...Fiduciary Best Practices Coming Soon From Bogle-Led Group
- Friday, 23 May 2014
- News Roundup
- Written by PFA News
An organization with leadership that includes The Vanguard Group founder John Bogle plans to forge best practices for fiduciaries and offer certification for advisors based on the recommended practices. So reports ThinkAdvisor.
Read more...Don't Fear Roboadvisors: Raymond James Prez
- Friday, 23 May 2014
- News Roundup
- Written by PFA News
Raymond James Financial Services President Scott Curtis says online advice platforms, or roboadvisors, won’t displace advisors because most advisors do more than provide investment services. So reports Wealth Management.
Read more...New Hampshire Ranks Supreme in Financial Literacy
- Friday, 16 May 2014
- News Roundup
- Written by PFA News
New Hampshire has the highest rate of financial literacy, while Mississippi ranks the lowest in a recent survey by WalletHub. So reports Financial Advisor.
Read more...Advisors Boost Returns By Three Percentage Points
- Friday, 09 May 2014
- News Roundup
- Written by PFA News
Research from the Vanguard Group has concluded that advisors typically improve investors’ return by three percentage points. So reports Financial Planning.
Read more...Advisors Often Fail to Provide Multigenerational Planning
- Friday, 09 May 2014
- News Roundup
- Written by PFA News
Only 35% of respondents to a recent Pershing survey say their financial advisor provides planning services that will assist in transferring wealth across generations. So reports ThinkAdvisor.
Read more...How Spouses Can Help Advisors Find Clients
- Saturday, 03 May 2014
- News Roundup
- Written by PFA News
Advisors’ spouses can help with finding new clients by knowing how to best answer questions about their significant other’s vocation and by developing other skills, such as understanding industry jargon. So reports Advisor.CA.
Read more...Ranks of Advisors Declining
- Saturday, 03 May 2014
- News Roundup
- Written by PFA News
A new Cerulli Associates study finds that there were 307,623 financial advisors in 2012, down 4.4% since 2010 and 9.4% since 2004. So reports CNBC.
Read more...Father and Son Team Ditch BoA-Merrill for Morgan Stanley
- Sunday, 27 April 2014
- News Roundup
- Written by PFA News
Father-and-son advisory team Gerald and Brian Saroken, who manage $300 million, have left Morgan Stanley to join Bank of America-Merrill Lynch. So reports ThinkAdvisor.
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