Happy Friday, PLANADVISER readers! This weekend’s mailing offers tips and insights on building confidence and success among women working in the advisory profession, as well as the opportunities tax season presents for magnifying the impact of advice on concerned clients. We also highlight the latest research on TDF providers and how the aging U.S. and global populations will drive investing opportunities in health care, real estate and technology.
At a February conference by Edward Jones for female advisers, nearly 80% of the attendees said confidence is among the biggest factors impacting leadership, success and fulfilment in a career.
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Nearly half of U.S. investors take advantage of tax season to address their broader wealth and financial situation, according to a recent Charles Schwab survey of more than 1,000 investors.
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Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
The ‘carve-out’ acquisition brings CAPTRUST’s assets under advisement to $400 billion and represents the continuation of an important retirement plan industry trend involving large, diversified financial services firms.