News

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  Five Steps to Improve Gen X, Y Retirement Returns: LIMRA

  By Danielle Andrus, AdvisorOne  |  April 22, 2013

  Looking back at research it released in February on Gen X and Gen Y consumers’ financial knowledge, during a media roundtable at the 2013 Retirement Industry Conference on Thursday, LIMRA identified five steps younger investors could take to improve their outcomes in retirement.

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  T. Rowe Social Security Calculator Shows Strategies to Boost Benefits

  By Joyce Hanson, AdvisorOne  |  April 22, 2013

  T. Rowe Price's Benefits Evaluator helps advisors calculate the goals-based annual dollar amount that clients stand to claim from Social Security under a variety of scenarios.

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  Mobile Technology ‘Distracting’ From Long-Term Planning: Northwestern

  By John Sullivan, AdvisorOne  |  April 19, 2013

  Respondents across all generational cohorts are increasingly distracted by technology.

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  15 Best Investing Quotes of All Time

  By Ron Pechtimaldjian, AdvisorOne  |  April 18, 2013

  Whether markets are roaring ahead or stumbling off a cliff, good, solid advice is always needed to restrain the euphoria or soothe the panic attack.

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  BNY Mellon Profits Drop, but Pershing Clearing Helps Offset Losses

  By Joyce Hanson, AdvisorOne  |  April 17, 2013

  Pershing's clearing services revenue helped offset the Bank of New York Mellon's Q1 losses stemming from a foreign tax credit fight.

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  Advisor Industry ‘Disruptor’ BrightScope Adds Kitces to Advisory Board

  By Joyce Hanson, AdvisorOne  |  April 17, 2013

  In naming Pinnacle advisor and Web guru Michael Kitces to its advisory board, BrightScope is targeting online transparency as it offers lead generation opportunities to advisors.

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  IRA Cap Gives Rise to New Funding Strategies

  By John Sullivan, AdvisorOne  |  April 17, 2013

  As with the Whac-A-Mole carnival game, new regulation means new opportunity.

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  JPMorgan, Wells Fargo See Double-Digit Q1 Profits but Shares Fall on Low Revenue

  By Joyce Hanson, AdvisorOne  |  April 12, 2013

  JPM and WFC both offset lower profit margins on loans by setting aside less money to cover bad mortgage loans.

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  94% of Pension Plans Underfunded: Wilshire

  By John Sullivan, AdvisorOne  |  April 11, 2013

  A low-interest-rate environment is wreaking havoc with corporate defined benefit plans.

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  Boomer Retirement Expectations Are Grim: IRI

  By Danielle Andrus, AdvisorOne  |  April 9, 2013

  Boomers’ retirement confidence continues to slip, the Insured Retirement Institute said in a report released Monday.