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It is becoming increasingly difficult to gather investable assets from the wealthy. It is a hyper-competitive environment where financial advisors are having a more challenging time effectively differentiating themselves from...

source: Forbes

Millions of American have IRAs. Some people, like me, have multiple IRAs, but hardly anyone makes regular contributions to these accounts. According to a recent study by the Investment Company Institute (ICI), only 8.7 percent of investors with a traditional (non-Roth) IRA...

source: TIME

The insurance industry is at a crossroads. A new generation of consumers – the first to grow up in the digital era – is ready to examine insurance providers and decide which best fits their needs. These consumers have come to...

source: PropertyCasualty360

Industry officials are at odds over whether the recent letter from four lawmakers telling Labor Secretary Thomas Perez to "repropose" the Department of Labor's fiduciary redraft is yet another stalling tactic or an attempt to get the rule right. Four lawmakers told Perez...

source: Think Advisor

When it comes to millennials and stocks, study after study paints the 20-ish to 30-ish set as risk-averse cash hoarders. Yet many younger workers probably have most of their retirement savings in stocks. As more employers automatically enroll new employees in 401(k) plans,...

source: Bloomberg

Robo advisors are opening financial services to a younger generation of investors and savers and to a middle class eager for low-cost access to the markets — right? Not so fast, acccording to a new study by Jefferson National that seems to turn that conventional wisdom...

source: Financial Advisor


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