Karen DeMasters

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Baby Boomers Seek Income Over Returns

by FA Staff

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

Advisors See More Military Families Due To Sequestration

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The number of middle-class military families working with a financial advisor has increased by two percentage points in a month because of the sequestration budget cuts, according to a new survey.

CFA Institute Launches Best Practices Campaign

by FA Staff

The CFA Institute launches an education and research effort asking investors to demand high standards of their advisors.

Anne Mulcahy To Be On LPL Board

by FA Staff

Anne Mulcahy, former chairman and CEO of Xerox Corporation, will join the board of directors of LPL Financial, the nation’s largest independent broker dealer.

Fidelity And BlackRock Partner On ETFs

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Fidelity Investments and BlackRock Inc. are partnering to provide wider access to BlackRock’s ETF investments, the two companies announced Wednesday.

Advisors Fall Short On Succession Planning

by FA Staff

The majority of financial advisors do not have a succession plan in place for their business or a means of attracting younger advisors or clients, according to a survey by SEI.

New Study Focuses On Private Foundations

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A new study on private foundations will be compiled by the Council on Foundations and the Commonfund Institute, the two organizations announced.

Asians Dominate Potential Female Billionaire List

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More than half of the 13 women who are most likely to become self-made billionaires are Asian, according to Wealth-X.

Financial Advisors Grow AUM At Record Pace In 2012

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Financial advisors increased their average assets under management to record levels in 2012, according to a new report.

Alt Investment Learning Center Launched By Jackson

by FA Staff

An online resource center designed to keep advisors up to date on alternative investments has been created on LinkedIn by Jackson National Life Insurance Company.

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