NAPA Net Daily

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BY Fred Barstein 11/4/2013

The Pew Research Center estimates that 31% of the workforce will be Hispanic in 20 years. The Hispanic population offers challenges and opportunities that will not be met just by translating materials into Spanish or offering call centers and enrollers who speak the language. For example, many... READ MORE

Online Platforms a Growing Threat

BY Fred Barstein 11/4/2013

Online brokerage firms have doubled their assets since 2008 by targeting Gen X/Y investors, according to a recently released report by Corporate Insight and Cerulli. The study was reported in InvestmentNews here. Add to the mix more than 130 online advice start-ups launched since the Great... READ MORE

The Case for Strengthening Social Security

BY Fred Barstein 11/4/2013

While Social Security benefits have decreased 25% since 1983 — and with many in Washington seeking further cuts to balance the budget — there is a group that is advocating for increased benefits. That group, “Strengthening Social Security,” met in Washington last week. The meeting featured... READ MORE

Selling to the C-Suite

BY NAPA Net Staff 11/1/2013

Target-Date Funds: Achieving a High Adoption Rate

BY NAPA Net Staff 11/1/2013

Transitioning Broker Dealers

BY Alisa Wolking 11/1/2013

DC Power Hitters

BY NAPA Net Staff 11/1/2013

Whose Revenue is it Anyway

BY NAPA Net Staff 11/1/2013

This article originally appeared in the Fall 2013 issue of NAPA Net the Magazine. To view a PDF version of this article, click HERE. Now that the entire market — not just advisors and providers — is focused on fees, a fundamental question is being asked: Who owns the revenue generated from the... READ MORE

LPL Boasts Elevated Recruiting Numbers in Q3

BY NAPA Net Staff 11/1/2013

LPL Financial roped in huge recruiting numbers for Q3, adding 154 net new registered representatives and advisors for the three-month period ended Sept. 30.The robust quarter brings LPL's 12-month recruiting tally to 393 net new reps and advisors, putting the industry's largest independent broker... READ MORE

IRS Releases 2014 Pension Limits

BY John Ortman 11/1/2013

The Internal Revenue Service announced on Thursday cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2014. Some limits will remain unchanged in 2014 because the increase in the Consumer Price Index did not meet the statutory... READ MORE

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