Retirement Concerns One Unifying Factor This Election Seasons |
A timely survey from Personal Capital suggests people who are registered with the Republican party are a little more likely to maintain a retirement savings account than Democrats—but both sides of the aisle have serious shortfalls to address.
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Institutional Portfolios Expand Previous Quarterly Gains |
Northern Trust Universe data shows the second quarter of 2016 was the third consecutive quarter of modest positive returns for institutional asset owners, with returns clocking in just shy of 2%.
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Traditional Advisers Can Learn from ‘Robos’ on the Rise |
Automated portfolio management platforms, or robo-advisers, are rapidly winning a sizable share of traditional advisory clients, from high-net worth retail investors to defined contribution retirement plans. Their presence in the marketplace has reached the point where traditional financial advisory firms can no longer just brush them off.
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Advisers Have Opportunities to Reach Generations Saving for Retirement |
Among all generations, financial advisers are considered the most valuable source of financial advice, according to a study from Principal.
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