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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More than three of every five dollars invested in a target-date mutual fund or CIT is controlled by one of only three financial services firms, research found.
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Research from PGIM suggests aging populations worldwide will create compelling investment opportunities across real estate, health care, and technology.
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The Department of Treasury and Internal Revenue Service are inviting public comment for recommendations of items that should be included in the 2016-2017 Priority Guidance Plan.
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