Thursday, 1 August 2013

J.P. Morgan Puts New Spin on Target Date Fund Communications

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August 1, 2013

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 »

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5 Things Junior Advisors Wish They Could Tell Their Bosses

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 »

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Giving Back

Here's how one advisor encourages philanthropic efforts of his clients by being a philanthropist himself. read more »

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