online tools

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  Half of Workers Believe Comfortable Retirement Out of Reach

  By Danielle Andrus, AdvisorOne  |  March 19, 2013

  A comfortable retirement is still something many Americans fear they’ll have to do without, according to EBRI’s 2013 Retirement Confidence Survey.

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  Online Tools Make Investors More Diligent

  By Danielle Andrus, AdvisorOne  |  February 19, 2013

  However, a survey found that while more than half of respondents use these kinds of tools, just 46% say regular online access has improved their ability to save.

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  Revolutionizing Advice

  By Sanjiv Mirchandani, National Financial  |  December 21, 2012

  The broker-dealer industry has entered a period of profound change, one that is characterized by fundamental shifts in demographics and attitudes, and in the very nature of the advice model.

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  Revolutionizing Advice, Pt. 1: Transforming the Broker-Dealer

  By Sanjiv Mirchandani, National Financial  |  November 16, 2012

  The nature of the advice investors demand is changing, as are investors and advisors themselves. In part one of a series, we present the concrete steps broker-dealers should consider to remain relevant after the revolution.

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  Retirement Is Workers’ No. 1 Goal, but They’re Not Saving Enough

  By Danielle Andrus, AdvisorOne  |  October 18, 2012

  Although 72% of workers say saving for retirement is their top financial goal, a survey by T. Rowe Price found they may not be saving enough to adequately prepare for their needs.

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  4 Cool Apps for Impressive Presentations

  By Corey Dahl  |  October 4, 2012

  Still using PowerPoint at all your client meetings? It might be time for an upgrade. These apps could help.

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  Seeking Wealthy Divorcées as New Clients

  By Olivia Mellan, Sherry Christie  |  September 25, 2012

  If you’re looking for an attractive source of new business, you might consider high-net-worth divorcées who aren’t being well-served by their current advisor.

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  The 4 Biggest Concerns of Retirement Plan Participants

  By Ric Lager  |  August 20, 2012

  Here are some battle-tested ways for advisors to respond to these issues.

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  Retirement Plan Participants Guess at Savings Goals

  By Danielle Andrus, AdvisorOne  |  August 13, 2012

  Reports of workers who say they know how much they need to save for retirement may not be entirely accurate.

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  Young Investors’ Assets and Loyalty Up for Grabs by Wealth Managers

  By Michael S. Fischer  |  August 1, 2012

  With some $40 trillion expected to transition to younger generations in the U.S. in coming decades, wealth managers must grow their online investing capabilities to lure younger investors, according to a study released Monday.