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Summary: The United States is one of the richest countries in the world, yet many of its citizens are woefully ignorant about the nuts and bolts of such financial vehicles as loans and retirement savings plans. In fact, a Standard & Poor's survey ranked the U.S. No. 14 globally in terms of its citizens' financial literacy and rated just 57% of U.S. adults financially literate.
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Summary: By now, most of you know that the Financial Planning Association has launched an ambitious initiative which aims to dissolve 88 chapter affiliation agreements and turn those local chapters/state organizations into branches of the Denver home office. And if you’ve been reading my Inside Information blog or Michael Kitces’s Nerd’s Eye View posts, you know we think this has the potential to do great harm to the FPA.
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Summary: Outsourcing key functions — including investment management, information technology and legal and compliance — is the route to greater growth, say advisory firms who outsource, according to a new study by Fidelity.
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Summary: Gail House was forced into retirement last year at age 58, after serving two decades as the principal safety manager for her Orlando, Fla., employer.
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Summary: [Slide Show] Roughly 2,000 financial advisors packed the conference rooms and breakout sessions of TDAI's National LINC Conference in San Diego, Calif., last week. Advisors could schedule consultations to improve their practices, got a sneak peek at the latest advisor-focused technologies, and heard from executives, like TDA CEO Tim Hockey. Of course there were plenty of opportunities to relax and socialize, too, with oversized games like Lite Brite and Pac-Man waiting for attendees, as well as a Friday night concert by rock group Weezer.
