MOST VIEWED FUNDS FROM LAST WEEK
- Short Duration Income Fund
- Equity Income Fund
- Diversified Income Trust
- Dynamic Asset Allocation Growth Fund
- Dynamic Asset Allocation Balanced Fund
Can emerging markets rally on?
Manager Daniel Graña describes key risks
A NEW VISION FOR RETIREMENT
Employer 401(k) matches can light up retirement savings
More about From Here to Securityby Putnam President and CEO, Robert L. Reynolds
Headlines you need to know this week — March 20, 2018
SEC chief says fiduciary rule a priority At a recent conference in Washington, Securities and Exchange Commission Chair Jay Clayton said developing a fiduciary standard for brokers and advisors is a priority at the agency. He said there is a need for a uniform standard for financial professionals working with retail investors.
Millennials represent the largest group of homebuyers Millennials represent the biggest group of homebuyers (35%), outpacing boomers (31%) and Generation X (26%), according to new data from the National Association of Realtors. Coming up with a down payment is an obstacle to buying a home, cited by 46% of Millennials in another survey. The Department of Labor notes that housing is the largest expense for the average American — taking up 30% to 38% of all income.
Succession planning is a challenge for advice industry: Report A recent study by Cerulli Associates found that there is an increasing awareness of the importance of having succession planning among advisors. At the same time, 28% of advisors within 10 years of retirement are still unsure about their succession plan. Cerulli noted that the advisor industry is aging. Advisors age 55 or older manage 36.9% of assets and comprise nearly 40% of headcount. Filling the pipeline with talent is a challenge for broker dealers and independent firms, the report noted.
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