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BY NAPA Net Staff 10/8/2012
Female wealth managers now manage an average of 5% more assets than their male counterparts, according to Fidelity’s 6th annual Broker and Advisor Sentiment survey. Behavioral finance research shows that women take less risk than men and are more realistic, while men tend to be more confident and...
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BY NAPA Net Staff 10/8/2012
The firm’s second annual study finds that employees are making some positive changes to their retirement planning, but poor money management skills and long-term economic challenges present major obstacles. With looming increases in health care expenses, taxes, inflation and life expectancy...
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BY NAPA Net Staff 10/5/2012
By Timothy D. Rice
Our industry is notorious for churning out large reports for investment committee meetings that, for all intents and purposes, are thrown by the wayside an hour or two after the committee meeting. For our firm, the decision to “go green” in other aspects of our business was an...
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BY NAPA Net Staff 10/5/2012
Are state-run MEPs a potential boon for plan advisors? Though there is concern about the government trying to nationalize small-business retirement plans, would state-run plans actually be an opportunity for advisors? Jamie Kalamarides, SVP at Prudential, suggests in an interview that there could...
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BY NAPA Net Staff 10/5/2012
Now that plan sponsors realize that 401(k) plans will the primary vehicle that most of their employees will rely on to finance their retirement, a recent survey by Towers Watson outlines how behavior has changed — especially regarding plan design, communication, fees and retirement income. Though...
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BY Sheri Fitts 10/5/2012
Would having the ability to receive an email the moment one of your clients receives an accolade or award be helpful to you in solidifying relationships? What about some type of an automated way to scour the web everyday to research a specific topic such as MEPs or retirement income (and use this...
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BY John Ortman 10/4/2012
It’s campaign season — do you know where your proposed regulation is?The pending regulation from the DOL that would expand the definition of investment advice and fiduciary status with respect to retirement plans has disappeared down a rabbit hole that magically appears in Washington every four...
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BY NAPA Net Staff 10/4/2012
Are you the next winner of the 2013 401(k) Advisor Leadership Award?Nominations for the prestigious Leadership Award are due by Nov. 2. Click here!
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BY NAPA Net Staff 10/4/2012
As you may have heard, there’s an election coming up in about a month. In a video shot just before the first presidential debate, NAPA’s Executive Director and Washington insider Brian Graff explains his take on the presidential campaign as it enters the stretch run, the likely political balance in...
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BY NAPA Net Staff 10/4/2012
Contrarian Robert Arnott, Chairman of Research Affiliates, told CNBC viewers on Wednesday that investors will yield a 20% greater return by being more aggressive closer to retirement — bucking the conventional wisdom of most TDFs and glide paths. Being more aggressive when the amount of investable...
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