Americans Agree: Fair Advice Requires Regulation |
Nearly all American investors agree financial advisers should be required to proactively disclose conflicts of interest, actual or potential, to would-be clients. But strong feelings also exist that consumers and advisers themselves, rather than the federal government, bear most of the responsibility for avoiding harmful fallout from conflicted advice.
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Participants Welcome More Contact With Plan Providers |
A strong majority of retirement plan participants would welcome more information about financial products and services from their providers, according to Cogent Reports’ annual DC Participant Planscape.
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Chances Are Your Clients Are Saving for College Expenses |
It’s especially true if you have a lot of Millennial clients, according to Fidelity. People want access in the workplace, but the retirement specialist advisory industry is still coming to terms with the opportunities and challenges of servicing 529 college savings plans.
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Got Books? |
The industry digs into fall reading with enthusiasm with books that delve into behaviorism, recommendations for plan sponsors, a classic from 1926 that advisers will still find fresh, and many more.
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