News Roundup (677)
Most American Pessimistic About Finances: Survey
- Saturday, 01 March 2014
- News Roundup
- Written by PFA News
In a recent Wells Fargo survey of individual investors, only 33% of respondents said they have the ability to retire comfortably and only 40% said they have established an emergency fund. So reports MarketWatch.
Read more...Barron’s Rolls Out Advisor Rankings
- Saturday, 01 March 2014
- News Roundup
- Written by PFA News
Barron’s has published its top 1,200 advisor ranking and this year has included Registered Investment Advisors in the list.
Read more...IRA Assets to Surpass $9 Trillion by 2018
- Saturday, 01 March 2014
- News Roundup
- Written by PFA News
In a recent study, titled “Retirement Markets 2013: Data & Dynamics of Employer-Sponsored Plans,” research firm Cerulli Associates estimates that IRA assets could exceed $9 trillion by 2018. So reports planadvisor.
Read more...DC Plan Participants Benefit from Advisors: Survey
- Saturday, 01 March 2014
- News Roundup
- Written by PFA News
A recent study by the Retirement Advisor Council has concluded that employers that offer workers the assistance of financial advisors, along with their defined contribution plans, have better participant outcomes. So reports ThinkAdvisor.
Read more...401(k) Balances Soar with Market Gains
- Saturday, 22 February 2014
- News Roundup
- Written by PFA News
Fidelity Investment data shows that the average 401(k) balance at the end of last year was $89,300, up 15.5% from 2012. So reports CNN.
Read more...Fiduciary Standards Advocate Leaves Influential Senate Post
- Saturday, 22 February 2014
- News Roundup
- Written by PFA News
Sen. Jon Tester (D-Mont.), a strong advocate of imposing the fiduciary standard on brokers, has left his position as chairman of the Senate Subcommittee on Securities, Insurance and Investment. So reports Think Advisor.
Read more...- Human resources
- Ethics Resource Center
- Kenneth Feinberg
- Leeds School of Business
- Executive pay
- Global Crossing
- Chief executive officer
- Vivendi
- Human resources
- Ethics Resource Center
- Kenneth Feinberg
- Leeds School of Business
- Executive pay
- Global Crossing
- Chief executive officer
- Vivendi
- jon tester
- fiduciary standard
- senate subcommittee on securities
- insurance and investments
LPL Financial Posts Profit Rise, Drops Bank Holding Plans
- Sunday, 16 February 2014
- News Roundup
- Written by PFA News
Independent broker dealer LPL has announced that its fourth quarter profits exceeded expectations by climbing 20% and that it has dropped its plans to become a banking holding company. So reports Reuters.
Read more...Key Traits of Successful Advisors
- Sunday, 16 February 2014
- News Roundup
- Written by PFA News
A recent RIA Benchmark Study by Fidelity Institutional Wealth Services has concluded that successful advisors are able to secure prospects as clients after just one or two meetings and also use technology effectively. So reports Financial Planning.
Read more...Do You Possess the Characteristics of a Successful Advisor?
- Saturday, 08 February 2014
- News Roundup
- Written by PFA News
Tim Buckley, chief investment officer of low-cost fund provider Vanguard has identified common characteristics of successful advisors that, not surprisingly, include keeping costs for clients down. So reports the Business Insider.
Read more...Websites for Finding Advisors Increasing
- Friday, 31 January 2014
- News Roundup
- Written by PFA News
Investors now have a wide range of websites for searching for financial advisors. So reports Barron's.
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