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Advisor News
Market volatility has taken a bite out of Americans’ personal financial satisfaction. With a reading of 30.9, the AICPA’ s Q4 2018 Personal Financial Satisfaction Index declined for the first time in seven quarters, ending its five-quarter run of consecutive record highs.
Released last week, Nevada is seeking comments on its fiduciary duty proposal by March 1. Under the proposal, broker-dealers and sales representatives are subject to a fiduciary duty when providing investment advice. But they can qualify for an episodic exemption if they need the criteria.
A lifetime of working compels many people to look forward to their retirement. A 2014 survey by the financial services provider TIAA-CREF found that 37 percent of Americans plan to retire before age 65. Here are a few items for advisors to discuss with clients considering early retirement.
LPL Financial Welcomes Regal Wealth Advisors
–LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that Regal Wealth Advisors has joined LPL Financial’ s broker-dealer and corporate registered investment advisor platforms. “After looking at the integrated platform, concierge level of support and client-facing capabilities that LPL Financial…
–via NEWMEDIAWIRE– CFN Media Group, the leading agency and financial media network dedicated to the North American cannabis industry, announces publication of an article discussing The Supreme Cannabis Co.. Canada’ s cannabis industry is projected to reach C $22.6 billion over the coming years, according to Deloitte analysts, driven by the legalization of…
Tributes from around Philadelphia, and the country, have poured in for the late Vanguard founder John C. Bogle, who insisted everyone call him“ Jack.”. Here’ s a personal tribute: Around 2001 when I started covering mutual funds, Bogle took me to lunch at the Princeton Club in Manhattan to give me“ some tips.” That was outrageously humble of him, given that he’ d created the…
Like the 1972 hit song by Paul and Linda McCartney and sung by Wings, most in commercial real estate spent last year worried about how rising interest rates were going to get “Hi, Hi, Hi.” Overall rates are up from last month and are currently in the 4.25 percent to 4.45 percent range for 5- and 10- year loans offered by life insurance companies, according to the John B….
I didn’ t even think about estate planning until I had my daughter. That was nearly two years ago. Colorado Springs estate planning attorney Beth Sparks broke down the top things to consider.
