| DISRUPTION: Talking Adviser Recruiting with LPL Leadership | | As retirement specialist advisers shift away from commissioned service and towards relationship-based wealth management and plan design consulting, providers of brokerage and investment management services are making their own changes to attract and retain skilled advice professionals—while protecting their own bottom line.
Read more > | | | From the Magazine: The Power of Hosting Events | | Spectrum Investment Advisors values visual presentation and experience. So, when company President James Marshall committed to erecting a new, $2 billion building five years ago, in Mequon, Wisconsin, it was outfitted with an engaging meeting space, where plan sponsors and participants could come attend seminars, gain insight into the firm’s workings—not to mention, drink a little coffee.
Read more > | | | Workers Worry About the Future of Social Security | | “Most workers are counting on Social Security as a meaningful source of income in retirement, and most are concerned about its future,” says Catherine Collinson, CEO and president of the Center and the Transamerica Institute. “Reform is needed to mitigate Social Security’s funding shortfalls, but policymakers have made little progress in identifying and implementing specific changes. Workers need clarity and direction so they can plan accordingly.”
Read more > | | | ‘Wants’ Trump Long-Term Financial Priorities for Many Americans | |
For one-third of Americans, spending on an experience has taken priority over achieving some larger financial goals, including saving for retirement, using the money for other financial investments, or paying off student debt.
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