Karen DeMasters

Financial Advisors Urged To Seek 'Big Fish'

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Financial advisors shouldn't discount their fees to attract high-net-worth clients, but instead shed less wealthy clients, according to a new study.

Middle Class Financially Unprepared For Serious Illness, Study Says

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Most middle-income Americans are unprepared financially to face a serious illness, according to a new study.

Financial Insecurity A Common U.S. Worry, Study Says

by FA Staff

Half of Americans are less financially secure than they thought they would be at this point in their lives, says Northwestern Mutual.

Switch To Independence Well Compensated

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Financial advisors who make the move to an independent channel are getting the best compensation increases of anyone in the industry, says Fidelity Investments.

Number Of Advisors Shrinking

by FA Staff

The number of financial advisors decreased during the past year and Cerulli Associates anticipates the trend will continue through 2016.

Women Say Financial Planning Too Stressful

by FA Staff

Few women consider becoming a financial planner because, in part, they consider the job stressful and feel they would have a problem recruiting clients, according to a new study.

Many Retirees Going Back To Work, Study Says

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Today’s retirees are not retiring, but moving on to other pursuits, according to a new Merrill Lynch study.

Principal Trust Expands Service

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Principal Trust Company is expanding its trust services to be available to more financial advisors, the company announced.

401(k) Matching Funds Being Eliminated, Study Shows

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Companies have cut back on matching money for 401(k) plans as they try to save money.

Two Firms Partner To Help Independent Advisors

by FA Staff

Trust Company of America, an independent technology and custody provider for RIAs, is partnering with RIA in a Box to provide compliance and registration services.