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Young adults shying away from stock market Newsweek Share     Traditionally, we associate the early years with risky behavior—but one consequence of the recession appears to be a shift in the way 18- to 34-year-olds handle money. Affluent millennials and 30-somethings say their tolerance for risky investments is much lower than it was a year ago, rivaled only by people over the age of 65, according to a new study by Merrill Lynch Global Wealth Management. More
Survey: Older workers' retirement confidence rebounds National Underwriter Share
Older workers have become more assured of their ability to retire comfortably, confidence has rebounded modestly in the past year, although they are still not as confident as they were before the financial crisis, a survey finds. But younger workers are growing increasingly worried over their defined benefit plan, according to the survey by Towers Watson and Company, New York. More Many adults never learn financial basics at home or school The Baltimore Sun Share
Most people are familiar with the food pyramid, the government's guideline for healthful eating. Now imagine a "money pyramid" for healthy finances. The Treasury Department is working on such a teaching tool right now, and it's seeking public input on what money maxims should be included. More
Financial industry to SEC: No fiduciary standard, please Financial Advisor Share
Based on comments received by the Securities and Exchange Commission during the past month, it appears the majority of people who sent letters to the agency don't want the fiduciary standard of care imposed on the advisory industry. As mandated by the Dodd-Frank Wall Street Reform and Consumer Protection Act that became law this summer, the SEC is undertaking a six-month study of the obligations and standards of care of broker-dealers and investment advisors providing personalized investment advice about securities to retail investors. More 12(b)-1 reform needs some permanent grandfathering Investment News Share
Among the many provisions in the Securities Exchange Commission plan to overhaul 12(b)-1 fees for mutual funds, perhaps the most contentious is the five-year grandfathering of existing share classes that charge in excess of 25 basis points. Any financial adviser affected by this temporary grandfathering of existing C shares should take a few minutes to go on the Securities and Exchange Commission's website and submit a comment demanding that the SEC permanently grandfather the existing share class in its current structure. More
3 easy ways to rise to the top of the e-mail mosh pit B2C Marketing Insider Share
Ten years ago when e-mail was still the new and exciting thing, getting people to open e-mails was literally as easy as writing a few words and clicking the send button. Today, e-mails are mixed in with dozens, maybe even hundreds of other e-mails prospects get everyday. More 10 marketing tips from a new perspective Senior Market Advisor Share
In his book, The Professional's Guide to Financial Service Marketing, Jay Nagdeman offers smart ideas and tips on practical marketing that provide a new perspective on marketing issues. More Do your clients employ nannies, dog walkers, bear handlers? Insurance review may be in order Investment Advisor Share
Clients who hire nannies to care for their kids or dog walkers to watch their furry loved ones might want to think about whether their insurance is broad enough to cover such workers. If they have personal chefs, ditto. And other clients who run pet-sitting or grooming businesses, in-home plant care services or who cater meals or act as personal concierges should think about it, too. More
Arizona Institute: Feb. 13-17, 2011, Tucson, Ariz. SFSP Share
Join fellow professionals at the Omni Tucson National Golf Resort and Spa for in-depth technical knowledge with practical applications. No other meeting provides the culture of sharing and learning that the Arizona Institute does. For program information and registration visit Arizona Institute. Help yourself and the Society with FSP's Member Get a Member contest SFSP Share
This year's MGAM runs from July 1 - June 30, 2011. Recruiting new Society members can mean significant dues reductions for you. Contest details are at MGAM. |
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