Participate in this new, confidential research study by June 30th sponsored by Cerulli Associates and receive a complimentary report based on the key findings from Cerulli’s latest research update
Last year I was involved in a project sponsored by the FPSC Foundation in Canada to review published research in the field of financial planning from Canada, US, UK and Australia between 2003 and mid-2010 when we did the project
Over 60 individuals interested in pursuing a career in financial planning attended. We had twelve sponsor signed up, companies who were there to talk about their need to hire
Cultural differences in saving and spending behaviors explored in a recent panel discussion sponsored by the Women’s Inter-Cultural Exchange, Charlotte, NC
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American business owners (i.e., plan sponsors) should rejoice. Plan sponsors run businesses...Under the current DOL rule, now applicable, plan sponsors will be able to hold their consultants responsible
There’s more… Massachusetts has forged a strong bond with their sponsors, or as the MA chapter calls them, “partners”
Owned distribution includes web properties that belong to you, such as your newsletter or social media profiles; earned distribution includes content shares or article contributions; and paid distribution includes anything with a price tag attached to it, such as pay-per-click or sponsored content. While a financial advisor may have excellent personalized content, it means little if your desired audience doesn’t know it exists
Contributions of appreciated property (i.e. stock) provide an additional benefit because you avoid paying capital gains on any profit Make Charitable Contributions Maximize contributions to employer-sponsored retirement plans
In essence, as seen in many cases brought against plan sponsors over the past decade, if you have the ability to recommend a lower-fee-and-cost mutual fund or ETF versus a higher-cost mutual fund or ETF, all other things being equal, do so
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