Added on August 2016 in Other Ideas
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Summary: Investment advisory firms, on average, had a 28.2% operating income margin last year, up a percentage point from the year before and six percentage points higher than 2011, according to a study released Friday by Charles Schwab
Added on August 2016 in Other Ideas
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Summary: To get a sense of the financial risks that students and young graduates face when entering the workforce these days, consider that student debt ballooned to $1.35 trillion this year and shows no sign of abating, according to the Federal Reserve. Also, most Americans graduate from high school and college without financial literacy training.
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Summary: [VIDEO 1.21] "The way that we deliver advice has to change," says United Capital CEO Joe Duran.
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Summary: Our earlier summer reading list was such a hit, a sequel was a must. Here are more suggestions from wealth management executives and industry experts that advisers should not miss. These books will help planners buttress their practices and client strategies, while satisfying their literary appetite.
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Summary: When it comes to financial advice, most Americans prefer a combination of human advisors and technological solutions, according to a recent study from Northwestern Mutual. But given a choice between the two, consumers overwhelmingly favor human advisors, the study found.
