Skip to content

Archive for

31
Mar

[Infographic] How to Use Twitter Like an Expert

It’s not all about how to get more followers! Get in there and have a conversation (and post an image or two while you’re at it).

See on garyvaynerchuk.com

31
Mar

The New Challenge In Training The Next Generation Of Financial Planners

In the early days of financial planning, most “advisors” were ultimately insurance or investment salespeople, who evolved their skillsets and their practices over time to become financial planners.

See on www.kitces.com

31
Mar

DOL Says 401(k) Trustee Failed to Perform Duties

See on www.planadviser.com

31
Mar

How to Avoid or Survive a Plan Audit

See on www.plansponsor.com

31
Mar

Optimizing Your Practice to Capture Rollovers

See on www.planadviser.com

28
Mar

▶ FINRA & SEC Cybersecurity Threats, Amazon WorkSpaces

Visit http://fppad.com/126 for all the links to this week’s top stories. On today’s broadcast, cybersecurity takes center stage at FINRA and the SEC, what yo…

See on www.youtube.com

27
Mar

Men vs. Women: The Financial Advisor-Client Relationship

In her latest post, part of the Men vs. Women series, Nelli Oster examines how men and women work differently with their financial advisors, and provides some tips to help women assess the suitability of an advisor.

See on www.blackrockblog.com

27
Mar

Supreme Court signals interest in 401(k) plan fiduciary case

Justices seek DOL comment on case involving share classes offered to plan participants.

See on www.investmentnews.com

27
Mar

Supreme Court signals interest in 401(k) plan fiduciary case

The U.S. Supreme Court signaled its interest in deciding whether 401(k) plan fiduciaries can be in breach of their duties over investment choices.

See on www.pionline.com

27
Mar

How America Loses a Job Every 43 Seconds

In The Wall Street Journal, Matthew J. Slaughter writes that for every immigrant hired at technology companies, an average of five additional employees are added as well.

See on online.wsj.com