MOST VIEWED FUNDS FROM LAST WEEK
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86% of advisors say that social media helped them gain new clients
February 6, 2019
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February 13, 2019
Headlines you need to know this week — February 12, 2019
Retirement bill re-introduced in the House A bill that could expand access to employer-sponsored retirement savings plans was recently re-introduced in the House. The Retirement Enhancement and Savings Act (RESA) would pave the way for small businesses to form multiple employer savings plans (MEPs). First introduced in the last congressional session, the bill has bipartisan support.
Advisors wear many hats Financial planning can be a key part of just about every life event, which can increase the demands on a financial advisor. Managing money is just part of it. A recent Marketwatch commentary reviews how clients often look to financial advisors for personal guidance through a range of life transitions, from divorce and job changes to navigating medical care for elderly parents. The bottom line for many advisors is recognizing limitations and establishing a network of third-party professionals who are open to referrals.
More advisors at work The CFP Board recently reported that the number of certified financial planners rose to a record high of 83,106 in 2018, reflecting a 3.8% increase from 2017. One in four financial planners holds the CFP certification, according to Cerulli. While the number of women CFPs also reached a record high, their numbers represented 23% of the total, holding steady from the prior year.
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