MOST VIEWED FUNDS FROM LAST WEEK
- Short Duration Income Fund
- Diversified Income Trust
- Equity Income Fund
- Dynamic Asset Allocation Growth Fund
- Growth Opportunities Fund
86% of advisors say that social media helped them gain new clients
Headlines you need to know this week — October 16, 2018
Women investors say retirement is a big worry A new survey of more than 1,000 adults over 50 found that having enough money in retirement is a top concern among women. The survey noted that 70% of women are “very concerned” about having sufficient assets to retire and 71% are worried about having enough to cover long-term care. Longevity among women was fueling the concerns, the report stated.
Advisors can build expertise in ESG with new certificate Financial advisors can add a new certification to their resume focused on socially responsible investing (SRI). The College for Financial Planning and the U.S. Forum for Sustainable and Responsible Investment have introduced the first certification for sustainable, responsible, and impact investing, according to InvestmentNews. The course will include a range of topics from trends to portfolio construction.
Retaining clients is top issue among advisors Client retention was the top issue cited in a National Association of Plan Advisors survey of more than 500 retirement plan advisors. The most “over hyped” industry trend was robo-advisors, the study found. More than half of respondents said they would like more information about health savings accounts. Among plan sponsors, cybersecurity ranked second as a growing concern.
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