J.P. Morgan Asset Management has launched a new communications program designed to deliver a simplified explanation of its SmartRetirement series of target date funds. The new program will feature animation, infographics and simpler terminology. read more » | Mike Boosel of Baird turned a part-time teaching gig, helping seniors learn about retirement planning, into a lucrative source of clients. read more » | Brokers who hold investors' assets will have to file quarterly reports attesting to compliance with measures to protect customer money and securities under rules adopted by the U.S. Securities and Exchange Commission. read more » | A new poll indicates that more men than women may be willing to hire women as their financial planners. read more » | Still, if there is room for improvement, the gains in financial health during the last five years are sufficient to have changed the game, as they say. American households are no longer financially precarious, certainly not the way they once were. -- Milton Ezrati, Lord Abbett read more » | Must Read Must Watch | Giving Back Here's how one advisor encourages philanthropic efforts of his clients by being a philanthropist himself. read more » | Contact Us Samantha Allen samantha.allen@sourcemedia.com Senior Digital Editor Phone: 212.803.8752 Mark Lynch Mark.Lynch@sourcemedia.com Associate Publisher Phone: 781.626.4001 |   |
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