accountPlan sponsors and participants in 403(b) plans increased their contributions to retirement plans in 2012, according to...
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FINANCIAL ADVISERS
A financial adviser provides investment advice and financial planning services to individuals as well as businesses. Ideally, the financial adviser helps the client maintain the right asset allocation mix to reach goals such as saving for retirement or a college education. Financial advisers use stocks, bonds, mutual funds, REITS, options, futures, ETFs, and insurance products to meet the needs of their clients.
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Read updated news, blogs, and resources about Financial Advisers. Find user-submitted articles and reactions on Financial Advisers from
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Recent blog posts on this topic.
Nonprofits and communities in need are benefiting from philanthropic giving trends, but whether these trends will...
Carmen Reinhart and Ken Rogoff sent Paul Krugman a letter over the weekend decrying what they called his “spectacularly...
Variable annuity sales continue to struggle despite sustained equity market gains, says LIMRA annuity research director...
Americans now hold $179 billion in 529 college savings plans. But less than a third of Americans actually know what a...
The college savings plans now hold $179 billion, but less than a third of Americans actually know what a 529 plan is,...
Sens. Orrin Hatch and Marco Rubio introduced legislation on Thursday to expand and strengthen health savings accounts...
Ted Lundgren of NAAIM argues that the lessons of behavioral finance must inform the active vs. passive investing...
According to the IRS, the policy value equals the cash value of the policy without regard to any surrender charges.
Economist Laurence Kotlikoff, who's advising on upcoming legislation on how to recalculate U.S. debt, says, “Rich older...
Economist Laurence Kotlikoff has advised on soon-to-be-introduced legislation that would provide a fuller picture of...
Nothing is as bad as it seems. We’re not in a new normal, modern portfolio theory failed from the get-go and—despite...
After five years of disappointing returns, long-short equity hedge funds are rallying.
Securities and Exchange Commission Chairwoman Mary Jo White is running into the same problem that plagued her...
Like most advisors, Joni Youngwirth is an inveterate searcher of wisdom.
A key goal of the Power in Practice coaching program at Commonwealth Financial is to help firm principals grow into...
"If there’s one thing I’ve learned about advisors, it’s this: If you want them to use something, put it in an...
Sector investing has been given a bad rap.
While not new by any means, a trend that’s grown substantially is home-swapping for vacations. Some people trade places...
I get a twisted kind of pleasure when good arguments cause me to reconsider my long-held beliefs. The recent book by...
On April 10, 2013, the Securities and Exchange Commission and the Commodity Futures Trading Commission jointly adopted...
As he ticks off trends he sees in the advisor industry, Michael Kitces envisions that technology-augmented advisors...
As the leaders of major firms in the industry, these people could be fairly called the epicenter of influence.
Greg Friedman began our interview by noting he didn’t have much prepared and would probably end up speaking in a stream...
Today, Chinese women are among the most emboldened fashionistas in the world. Clothes and hair are as important in...
Top Sources: Financial Advisers
- SNL: All FIG Articles
- Cityfeeds.com - New York
- BusinessWeek
- learningmarkets.com
- This Blog Is Full Of Crap
- benjaminfinance.com
- The Fast Track
- Yahoo! Answers: Investing
- Latest news from Wealth Bulletin
- Dissecting Leftism
