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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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This industry is quick to jump on a trend; attracting and retaining the next generation of advisors is one of the latest. Many firms host "next gen" symposiums, industry conferences are crowded with break-out sessions imploring the grey hairs to get hip to millennials, and...

source: WealthManagement.com

These days, few advisors become enthused when told a client is on the phone. Bull or bear, they know their going to be growled at, charged, trampled and for sure feel bitten. In just the last few days, I've been called by a number of financial advisors — both veteran...

source: Financial Advisor

New proposals from the U.S. securities watchdog aimed at reducing risks in exchange-traded funds may end up being the best thing that ever happened to rival exchange-traded notes. ETFs holding some $225 billion worth of assets are likely...

source: Chicago Tribune

The Securities and Exchange Commission will release its proposed rule this spring requiring advisors to get a third-party exam, and the "litigation bar" is salivating over the upcoming release of the Department of Labor's fiduciary...

source: Think Advisor

A history of trust may be one reason the rate of life insurance ownership is higher among African-Americans than for the general population, says Lazetta Braxton, CEO of Financial Fountains, a fee-only financial planning firm in Baltimore, and president of the Association...

source: NerdWallet

Global central banks have opened the door to negative U.S. interest rates, in Wall Street’s view. After the Bank of Japan cut some rates below zero in January to spur growth and inflation, strategists are weighing the Federal Reserve’s options in case of a crisis....

source: Bloomberg


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