Often advisors don't have the time to motivate, hold accountable, and help junior advisors with their time management and goals. Here are the biggest struggles junior advisors face and the things these associates wish they could tell their bosses. read more »  | Raymond James posted only slight improvement as fixed income and lower trading revenue cut into earnings. read more » | Advisors in all channels saw fee income increase as a percentage of their compensation over the past year, according to a new study. read more » | With minimal impact on current tax rates and the potential for tax-free withdrawals as they age, Roth 401(k) plans are catching on with the young and not-at-all-wealthy. read more » | Financial advisors across the spectrum -- at registered investment advisors, wirehouses and independent broker-dealers -- are at a loss when it comes to understanding liquidity of exchange-traded funds, according to research from Cerulli Associates. read more » | Specific rules govern how a 401(k) beneficiary designation is changed, and an advisor's failure to help a client comply fully could send his or her hard-earned money to unintended recipients. read more » | It is widely thought that the Fed's easy monetary policies have been at least as important as fundamentals in driving the equity bull market. While zero short-term interest rates and quantitative easing have certainly played a role, the bulk of the equity performance over the last four years reflects higher earnings. -- Robert C. Doll, Nuveen Asset Management read more » | Must Read |  Back to School on 529s The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy. read more » | Must Watch |  A More Perfect Practice If he were to rewrite his practice management book Practice Made Perfect today, Pershing's Mark Tibergien says he'd be more optimistic. He'd also take a look at what advisors are doing to attract next generation clients and build sustainable practices. read more » | Contact Us Matt Ackermann
matt.ackermann@sourcemedia.com
Online Editor-in-Chief
Phone: 212.803.8711 Mark Lynch
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Associate Publisher
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