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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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Most advisors are constantly on the lookout for new clients, but what is the best way to find them? Customer referrals, financial and non-financial events for clients and their friends, a visible media presence and involvement in community affairs are the best bets, experienced...

source: OnWallStreet

The way people buy employee benefits is changing and as a result brokers need to change how they sell. This will help them to not only be successful, but to simply exist, Chad Schneider, chief sales officer at brokerage consultancy Code SixFour, said at a recent industry...

source: Employee Benefit Adviser

President Donald Trump has signed off on a resolution to kill a rule governing city- and municipality-run individual retirement plans know as auto-IRAs, InvestmentNews writes. The Department of Labor had issued the rule a month before Trump became president, reducing liability...

source: Financial Advisor IQ

In spite of extensive regulatory guidance since 2010, some financial services firms are still baffled by how to comply with communications rules and regulations pertaining to social media. In short, regulators say that social media is just another form of communications,...

source: Forbes

One of the biggest proponents of best-interest advice and low-cost investing is of two minds on a currently delayed fiduciary regulation. In a letter sent to the U.S. Department of Labor and signed by Chairman and CEO Bill McNabb, Vanguard weighed in on the review and delay...

source: Financial Advisor

If you can’t beat them, invest in them. Market participants have been shunning mutual funds, moving instead to exchange-traded funds. Like mutual funds, ETFs also offer baskets of securities tracking the most popular asset classes, regions, and strategies, but do so...

source: MarketWatch

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