Financial Advisor

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ING U.S. Changing Name To Voya Financial

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ING U.S. is changing its name to Voya Financial as part of its move to become an independent company, the company announced Thursday.

Nearly Half Of Advisors 'Dedicated' To Jobs, Survey Says

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About 45 percent of advisors describe themselves as "dedicated" to their jobs, but another 31% say they are "indifferent" about work and have no strong attachment to their firms, according to a new...

CAPTRUST Adds To Leadership Team

by FA Staff

Rush Benton will oversee the firm's private wealth business.

Some Advisors Oppose Obama's Retirement Savings Cap

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Putting a cap on tax-deferred retirement savings, as President Obama has proposed in his budget, would discourage people from saving for retirement, some financial experts said today.

Baby Boomers Seek Income Over Returns

by FA Staff

Baby boomers value guaranteed income in retirement over higher returns, according to a new survey.

Goldman Cuts Gold Price Forecast Through 2014

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The turn in the gold price cycle is accelerating after a 12-year rally as the recovery in the U.S. economy gains momentum, according to Goldman Sachs Group Inc...

JHS Capital Advisors Hires Vice President Of Investments

by FA Staff

Mark Palsson has joined the firm's Bellevue, Wash., office.

Cetera Advisor Networks Appoints Vice President Of Business Development

by FA Staff

Al McIntee will lead sales and recruiting efforts.

Royal Alliance Adds Two Teams With $400M In AUM

by FA Staff

Independent broker-dealer Royal Alliance Associates has recruited JLTD of Chicago and Integrated Financial Group of Salt Lake City.

App Simplifies Charitable Giving

by FA Staff

Fidelity and Schwab have developed a new app that allows direct donations from donor advised funds to charitable organizations.

Schwab: 100% Of RIAs Would Choose Independence Again

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All financial advisors in a Schwab survey who established an independent RIA firm in the past two years would do so again.

Colony Capital’s Barrack Sees Bubble In U.S. Housing Market

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Colony Capital LLC’s Tom Barrack said U.S. homes are in danger of becoming overvalued as low borrowing rates and an improving labor market fuel demand.

More Financial Advisors Are Tweeting

by FA Staff

American Century’s Social Media Adoption Study reveals Twitter usage is increasing among financial advisors, with 34 percent having an account.

IRA Contributions Continue To Grow

by FA Staff

Despite market volatility, annual contributions to IRAs continued to increase for tax year 2012, according to Fidelity.

Confidence In Retirement Finances Declines, Survey Says

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Older Americans’ confidence in their financial preparations for retirement continued to decline this year––a decline that is driven by fear.

Bulls See Growing Risk Of Correction

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Even bulls are taking steps to protect profits, convinced the first decline in earnings since 2009 will spur losses in the historically weak second quarter.

Grandeur Peak Funds To Soft Close

by FA Staff

Both the Grandeur Peak Global Opportunities Fund and the Grandeur Peak International Opportunities Fund will not accept new investors after May 1st.

Beacon Pointe Wealth Advisors Adds Fourth Firm

by FA Staff

The growing advisory business adds Independent Financial Advisors to the fold.

What’s In Your Precious Metals Basket ETF?

by Carolyn Pairitz

Some basket ETFs are more gold-weighed and less diversified than others.

CFP Board Publishes Competency Handbook

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With 735 pages and 85 chapters from 22 contributors spanning practitioners and academia, the book covers the gamut of the financial planning profession.

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