Assessing the Impact of Major Investment in Advisory Tech |
The financial services and retirement advisory industry has collectively invested tens, if not hundreds of millions of dollars in the last decade to boost the use of big data technology; one researcher asks how it’s all paid off.
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Millennials Missing Out on Growing Retirement Savings |
Forty-one percent of Millennials are avoiding the stock market and using savings accounts to save for retirement, which LendEDU estimates will cause Millennials to miss out on more than $3.46 million by retirement age.
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Edward Jones Aims For Half Its Advisers to Be Women |
The firm hopes its relaunched gender and cultural diversity programs aimed at attracting and retaining people from more walks of life to the advisory industry can help to address a major national challenge.
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2018 Annual Adviser and Plan Sponsor Award Nominations Are Open |
Looking for information about participating in our annual Adviser and Plan Sponsor of the Year awards programs, or the Top 100 Retirement Plan Advisers program?
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