FA Staff

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Fiduciary Advisors Spend Less Time On Compliance

by FA Staff

The Financial Planning Coalition says it has released a study that debunks the notion that imposing a fiduciary standard on broker-dealers would increase their compliance burdens.

BlackRock CEO Calls For Mandatory Savings Program For Social Security

by FA Staff

BlackRock CEO Laurence Fink called Tuesday for a savings program, most likely a mandatory one, to supplement Social Security to provide for longer lifespans.

Having An Impact

by FA Staff

Paul Ellis Consulting advises advisors when it comes to sustainable investing.

Many Advisors Don’t ‘Get’ Life Insurance

by FA Staff

Life insurance can play a vital role in the financial planning process, but many financial advisors don’t think they’re getting it right.

Is That Strange Client E-Mail A Sign Of Mental Impairment?

by FA Staff

Advisors need to rethink the way they spot a client in danger of declining mental faculties.

Plan Sponsors Satisfied With Their Advisors

by FA Staff

Cogent Research finds the majority of plan sponsors are very satisfied with the advisors they work with, but advisors still have a lot of room for improvement.

Company Launches RetireReady Tracker

by FA Staff

Standard Retirement Services is offering a new tool for advisors that allows them to determine whether the workforces of their employer clients are saving enough for retirement.

4th Annual Innovative Alternative Strategies Conference

by FA Staff

The conference brochure provides details on the speakers, agenda and sponsors.

Ariel Fund Stands Out Among Socially Responsible Investments

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Ariel Fund is spotlighted in the latest Dorsey, Wright & Associates ranking that identifies SRI funds with technical leadership.

CFPB Warns Of Proliferation Of Financial “Senior Designations”

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The Consumer Financial Protection Bureau today issued a report recommending steps to reduce the confusion around the growing number of financial industry “senior designations” targeting older...

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