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BY Fred Barstein 10/11/2013
As the financial services industry braces for changes in the definition of a fiduciary, SEC Chair Mary Jo White indicated at a Washington, DC conference this week that the uniform fiduciary rule remains a “major focus” at her agency — although she would not specify a time frame in which the...
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BY Fred Barstein 10/11/2013
More and more advisors who focus a significant percentage of their time on DC plans are joining teams to leverage scale, technology and brand. But what does a team have to do to be successful? In an InvestmentNews video, Pershing’s Mark Tibergien tackles the question of how a local firm can branch...
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BY Fred Barstein 10/11/2013
Have you ever forgotten a password at the precisely the wrong time — like when you need to access a website or make a crucial payment? Do you still use “1111” as your password or rely on ones stored on your browser? If the answer is yes, or if you have been using the same password for years, you...
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BY John Ortman 10/11/2013
On Monday, look for a new addition to the NAPA Net Daily, as we launch a new section highlighting industry news from NAPA's Firm Partners. Think of it as an extension into the Daily of the NAPA Partner Corner — a Partner Corner corner. And if you represent a NAPA Firm Partner, make sure that you...
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BY NAPA Net Staff 10/11/2013
A MassMutual national survey of American workers who are eligible to participate in an employer-based DC plan found there is a growing incidence of individuals utilizing social media to learn about retirement and related financial topics. Facebook and LinkedIn were the platforms highlighted,...
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BY NAPA Net Staff 10/10/2013
Cogent Reports recently released their “DC Participant Planscape” report, which provides an in-depth look at the DC participant experience. Plan participants represent two areas of significant growth potential for full-service DC providers: maximizing assets through contributions and investment...
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BY John Ortman 10/10/2013
If Congress and the Administration fail to raise the debt ceiling, American workers’ 401(k) account balances could fall by more than 20%, according to new research from ASPPA. That would mean more than $2 trillion lost from private employer-based DC plans and IRAs. The ASPPA analysis gauges the...
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BY Fred Barstein 10/10/2013
A significant percentage of American workers favor the idea of semi-retirement before they transition into full retirement, a study from HSBC shows. Currently, 19% of people ages 55-64 already consider themselves semi-retired, with another 32% hoping to move in that direction. In other words, more...
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BY John Ortman 10/9/2013
What resources would financial advisors like to have to advance their expertise in the areas of retirement income planning and strategy? According to the September edition of Russell Investments’ quarterly Financial Professional Outlook, nearly all respondents said they would like something to help...
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BY John Ortman 10/9/2013
In last week’s Reader Poll we asked, "How much have your advisory fees gone down since last year?" Here are the results of the voting, expressed in percentages:Zero or they increased: 51%1-10%: 2911-20%: 5More than 20%: 14This week’s Reader Poll is: “What percentage of your team/company income...
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