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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A look back at how Fidelity will charge new plan sponsor clients on its platform who choose Vanguard products makes visible the hard-nosed competition that defines the retirement plan recordkeeping and brokerage industries.
Each year PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey according to the dollar value of qualified plan AUA as well as the number of plans under advisement.