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Financial Advisers

Target Date Funds - Statistics That Matter

PaladinRegistry.com | Posted 08.07.2014 | Money
PaladinRegistry.com

Target date funds are on a growth trajectory that will take them to $4 trillion by 2020, from their current level of $800 billion. That's 30% per year growth over the next 6 years. On a percentage basis, TDFs will increase from 25% of all 401(k) assets to about half.

Robo Financial Advisers Want Wall Street's Trillions

PaladinRegistry.com | Posted 07.29.2014 | Money
PaladinRegistry.com

If they succeed, they just might change a Wall Street sales culture that has been abusing investors since 1975.

A Thriving Export to Canada: Broker Misconduct

Dan Solin | Posted 05.04.2014 | Business
Dan Solin

There is one area where the conduct of Canadians seems to be on par with their American counterparts: the securities industry. It appears that financial advisers at some top Canadian banks and independent financial firms mimic similar conduct prevalent in the U.S.

Are You Hiding Money From Your Financial Advisor?

David A. Dedman | Posted 04.27.2014 | Money
David A. Dedman

It always amazes me that clients don't understand how important is to be accurate.

529 Plans: The Tax-Advantaged Savings Account that Can Curb College Debt

Tim Chen | Posted 02.11.2014 | Money
Tim Chen

Americans are getting serious about saving for college. A record total of over $205 billion has been invested in 529 higher education savings plans as of June 2013, according to the non-profit College Savings Plan Network.

Perform an Easy Check to Ensure Your Broker Is Not Among 70,000 With a Blemished Record

Andrew Wang | Posted 02.05.2014 | Money
Andrew Wang

It isn't worth risking your hard earned savings.

Do Your Interests Come Before Your Advisor's? What You Need to Know

Andrew Wang | Posted 01.23.2014 | Money
Andrew Wang

The phrase that you need to know is 'fiduciary standard.' The fiduciary standard is a code of conduct for the approximately 10,500 registered investment advisors who are regulated by the U.S. Securities and Exchange.

Don't Let Bully Financial Advisors Take Advantage of You: 3 Questions to Ask Any Financial Professional

Tim Chen | Posted 01.23.2014 | Business
Tim Chen

Some financial advisors want the best for your budget; others are a little more disingenuous -- they'll bully their clients into buying products they don't need. If you suspect that an advisor is trying to get the better of you, don't let yourself be prodded or pushed in the wrong direction.

4 New Online Money Management Tools Worth A Try

Next Avenue | Richard Eisenberg | Posted 11.05.2013 | Fifty

SPECIAL FROM Next Avenue By Richard Eisenberg I may have found some new ways to get you out of a personal finance funk. This is the gnawing ...

Startups - Think Like Serial Entrepreneurs

Chad Hagan | Posted 11.09.2013 | Small Business
Chad Hagan

Serial entrepreneurs are the types that start multiple businesses. They become accustomed to the topography of the markets they deal in, and launch businesses and ventures based on data, experience, timing and trends.

Intelligent Investor Series: Six Essential Questions to Ask Your Money Manager

Steven Abernathy and Brian Luster | Posted 10.21.2013 | Business
Steven Abernathy and Brian Luster

While following a suitability standard instead of fiduciary standard may be within the scope of the law, wouldn't it be better to work with people, who are, unquestioningly, working to serve your interests and not sell you products or make money off the transactions in your accounts?

LGBT Retirement Money

Steve Schullo and Dan Robertson | Posted 09.24.2013 | Gay Voices
Steve Schullo and Dan Robertson

Five ways to find the money to help fund those later years: controlling housing and transportation costs, social security, company retirement plans, and self-directed savings. A fiduciary advisor, fee-only (paid by the hour), can be an excellent source for help.

Why The Super-Rich Are Freaking Out About The Fiscal Cliff

Reuters | Posted 03.09.2013 | Business

(Repeating Jan 4 story to additional subscribers) * Some higher-income earners may seek to defer income * Greater clarit...

What You Can Learn From Investors in Pakistan

Dan Solin | Posted 02.10.2013 | Business
Dan Solin

To put this in perspective, there is more economic freedom in Yemen, Senegal and Nigeria than in Pakistan. Its unemployment rate is a staggering 15 percent. Its inflation rate is 11.7 percent. Does this country seem like a good place to invest to you?

Thanks for the Business, Goldman Sachs

David Geller | Posted 12.26.2012 | Business
David Geller

Lost trust in Goldman does not crash the market, but it certainly forces investors to be a little more hesitant. Capitalism is extremely efficient, but it is a system built on trust.

Find a Financial Adviser Who Has Worked With More Money Than Your Nest Egg

Don McNay | Posted 12.14.2012 | Money
Don McNay

Money is about emotions. This is a primary reason that people blow through their money so quickly. They don't know what they are doing, but are convinced that they do. By the time they figure out their lack of knowledge, they are broke.

Big Bank's Staffers Join Twitter, And It's Even Less Exciting Than It Sounds

The Huffington Post | Alexander Eichler | Posted 06.25.2012 | Business

Morgan Stanley is coming to Twitter, albeit in a very controlled, scripted way. Morgan Stanley's 17,000 financial advisers will be joining Twitter ...

There'll Be Fewer Financial Advisers At The Beach This Summer

Reuters | Jessica Toonkel | Posted 08.21.2012 | Money

By Jessica Toonkel NEW YORK (Reuters) - In the summer Mark Martiak usually spends four days a week at his home office in his Southampto...

5 Reasons to Take Down the Elevator Pitch

Allison Graham | Posted 06.18.2012 | Business
Allison Graham

People have actually gotten so tripped up on their own elevator pitch that they'll start over again and ask for a re-do mid conversation. How does that create the foundation for a trusting relationship?

2012 Tax Tips: 6 Ways to Keep More Money in Your Pocket!

Ash Cash | Posted 04.18.2012 | Black Voices
Ash Cash

If you are like most Americans, you are most likely looking forward to receiving your tax refund check, so that you can pay down some debt, take a vacation, or buy something really nice. Here are some tips that will help you maximize your 2012 tax refund.

Self-Employment and the Tax Man: 6 Ways to Keep Yourself Out of Trouble

Ash Cash | Posted 03.21.2012 | Black Voices
Ash Cash

Whether you work 9-5 and have a side hustle or you are a full-blown entrepreneur, the following are tips that every self-employed person needs in order to keep themselves out of trouble with our dear old Uncle Sam.

Finding an Honest Financial Adviser

Kent Smetters | Posted 02.19.2012 | Business
Kent Smetters

It's that time of the year when people start thinking about their financial outlook. If you are like many people, you might want to get the help of a financial adviser.

Their Confidence Is Killing Your Returns

Dan Solin | Posted 01.29.2012 | Business
Dan Solin

I often wonder why so many investors ignore the overwhelming data indicating that capturing market returns in a globally diversified portfolio of low management fee index funds in a suitable asset allocation is likely to outperform stock picking, manager picking and market timing.

Financial Planners not Just for the Wealthy

Jason Alderman | Posted 11.22.2011 | Business
Jason Alderman

More and more people -- wealthy and middle-class alike -- turn to professional financial advisers to help them navigate an increasingly complex economic world.

Financial Advisors and the Recession

Jeff Gitterman | Posted 09.27.2011 | Business
Jeff Gitterman

In the wake of this most recent recession, it's going to be very difficult for advisors who do not have the complete trust of their clients to continue to make smart decisions.