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BY Ted Godbout 4/10/2018
Recent market volatility and doubts about how long the bull market will last have increased demand for alternative investments strategies, according to a recent survey of institutional investors.Based on responses from more than 400 institutional investors and family offices, the latest Context...
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BY NAPA Net Staff 4/10/2018
Want to make a difference in retirement plan policy? Come join us at the NAPA D.C. Fly-In Forum!Now in its sixth year, the 2018 NAPA D.C. Fly-In Forum is a convergence of the nation’s elite advisors in Washington, DC for the purpose of engaging with key federal policy makers and advocating for...
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BY NAPA Net Staff 4/10/2018
So, what’s the #hashtag for the #NAPA401kSUMMIT?Duh. It’s time to warm up your Twitter feeds with the session(s) and keynote(s) and connections you’ll be looking to make at the #NAPA401kSUMMIT.Not sure how to get going with social media? Well, you can start by checking out Spencer X. Smith’s...
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BY Nevin E. Adams, JD 4/10/2018
One of the more memorable vacations of my youth was one that was just me, my younger brother and my grandparents. It was a driving vacation, one that had limits only in terms of its beginning and end. There was no agenda, no place we had to be at a particular time, and – at least according to my...
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BY NAPA Net Staff 4/10/2018
Losing your life’s savings can shorten your lease on life, according to a new study.Indeed, while there is a body of research that indicates a connection between lower incomes and poorer health, this new report indicates that having wealth and losing it is almost as bad for your life expectancy as...
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BY NAPA Net Staff 4/10/2018
There’s a lot of great networking to be had at the NAPA 401(k) SUMMIT – but nothing compares to our peer-to-peer sessions – and this year, there’s a new one!ADVISORS: One of the NAPA 401(k) SUMMIT’s most dynamic and engaging sessions is our advisor peer-to-peer, where we create a truly interactive...
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BY NAPA Net Staff 4/10/2018
A majority of U.S. workers hold debt in addition to their mortgages, and that’s a problem regarding financial security during retirement, says a recent study. It found that this debt is hurting its holders’ ability to save for retirement.LIMRA reports in “Danger Ahead? Impact of Debt on Retirement...
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BY Nevin E. Adams, JD 4/9/2018
Scottrade wants to make a federal case out an administrative proceeding filed by Massachusetts alleging violations of internal policies adopted in anticipation of the Labor Department’s fiduciary rule.Specifically, Scottrade has filed a legal motion to have the administrative proceeding filed by...
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BY NAPA Net Staff 4/9/2018
Looking to better leverage your retirement plan advisor voice? Determined to demonstrate your expertise through scaled technology to save you time, while consistently growing your influence?At the 2018 NAPA 401(k) SUMMIT, a dynamic panel (trust me, they’re all dynamic) will cover “3 Marketing...
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BY NAPA Net Staff 4/9/2018
The Securities and Exchange Commission has struck a deal with three investment advisers charged with breaching fiduciary duties to clients and generating millions of dollars of improper fees in the process.According to the SEC’s orders, PNC Investments LLC, Securities America Advisors Inc. and...
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