investor services

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  6 Tips for Shared Financial Bliss

  By John Sullivan, AdvisorOne  |  March 7, 2013

  What’s the cost of shared financial bliss? Salient question from TD Ameritrade, and one they answer.

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  Gen X and Y Saving Earlier Than Boomers, but Gen Z Is Naïve: TD Ameritrade

  By Joyce Hanson, AdvisorOne  |  August 28, 2012

  Fully 59% of Gen X and 56% of Gen Y make regular, automatic contributions toward retirement compared with 46% of nonretired Baby Boomers, TD Ameritrade reports.

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  New Hire Roundup: Benartzi to Serve as Achaean Academic Advisor

  By Marlene Y. Satter, AdvisorOne  |  July 24, 2012

  This week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SEC’s Los Angeles regional office.

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  Gen Z’s Worries: Affording College, Carrying Student Debt

  By Melanie Waddell, AdvisorOne  |  June 20, 2012

  A new survey by TD Ameritrade of Generation Z—those between 13 and 22—found the next generation of investors are, contrary to popular belief, keenly aware of the importance of money.

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  The Principal Launches Online Resource to Help Firms Comply with DOL Fee Rules

  By Melanie Waddell, AdvisorOne  |  May 15, 2012

  As the deadline to comply with the DOL's fee disclosure rules 408(b)2 and 404(a) draws closer, The Principal Financial Group announced Tuesday that it has created an online resource to help advisors educate clients about plan fees.

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  8 Financial Deal Breakers for Marriage

  By John Sullivan, AdvisorOne  |  May 11, 2012

  Bad credit, mortgage foreclosure and bankruptcy—love may be blind to these and other financial setbacks.

• Diving for Dividends

  By Ronald Delegge, ETFguide.com  |  February 24, 2012

  The aftermath of the credit crisis has dramatically changed the behavior of corporations.

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  Gen Y Better Savers Than Boomers

  By Danielle Andrus, AdvisorOne  |  December 20, 2011

  Younger investors have done a better job of “embracing” self-directed investing than older investors, a report released Tuesday by TD Ameritrade found.

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  The Great Retirement Rethink

  By Ellen Uzelac  |  October 26, 2011

  Retirement was once such a tidy thing. You worked, you saved, you retired. Not anymore. As an affluent investor in a new study by Hearts & Wallets puts it: “I don’t think retirement is the buzzword it once was. ‘Okay, yeah right, retirement. Okay, yeah right, I’ll win the lottery.’...

• The Power of Data Aggregation

  By Kathleen McBride, AdvisorOne  |  November 18, 2010

  Advisors can view whole households--in realtime--and grow their asset base.