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Firms Partner with Colleges to Recruit Young Advisers |
We learned this week financial services firms are increasingly partnering with colleges and universities to develop financial planning curriculum in order to attract new graduates to the profession. Edward Jones, for example, has partnered with 11 universities to prepare students to take the Series 7 exam.
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Student Loans Wreck Retirement Savings |
It’s almost hard to believe, but LIMRA Secure Retirement Institute Research finds paying down $30,000 in student loan debt, if prioritized over retirement savings, can rob a given worker of up to $325,000 in potential savings by retirement.
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Bounce in Adviser Headcount First in Nine Years |
Kenton Shirk, associate director at Cerulli, says many positive developments led to the headcount growth last year. From the adviser perspective, there is a heavier focus on teaming and onboarding rookie advisers into multi-adviser practices.
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Many Investors Focus on Wrong Performance Factors |
No way around it—new research from TIAA-CREF into the way U.S. retirement savers think about their investments is downright troubling. Many know to look beyond daily or monthly performance, but there is still too much of a focus on annual trends and themes.
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PLANSPONSOR Defined Contribution Survey |
The 2015 Defined Contribution Survey from PLANSPONSOR measures and evaluates satisfaction levels with 401(k) and other DC providers, according to feedback from their plan sponsor clients across 23 distinct areas of participant and sponsor services. How did your preferred service provider partners do?
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