MOST VIEWED FUNDS FROM LAST WEEK
- Short Duration Income Fund
- Equity Income Fund
- Dynamic Asset Allocation Growth Fund
- Diversified Income Trust
- Growth Opportunities Fund
86% of advisors say that social media helped them gain new clients
Headlines you need to know this week — September 25, 2018
What do savers regret the most about their spending? A recent study of more than 1,000 participants in 401(k) plans found that most wished they had sacrificed more in order to save more for retirement. When asked what expenses they regretted, 55% said dining out, 31% noted expensive clothing, 28% cited new cars, and 28% said vacations.
Families want advice on 529 plans About 50% percent of families now have a 529 college savings plan, up from 38% a year ago, according to a recent survey by the College Savings Foundation. Nearly half — 48% — of parents surveyed said they work with a financial advisor, while 74% said they would work with an advisor if they could get help with college savings.
Does your estate plan include digital assets? Digital assets — from online financial portals to Facebook and Twitter — are increasingly becoming part of the estate planning process. Advisors are working with clients to organize and plan for the distribution of emails, websites, digital stores, and more. With varying rules for each channel, access to these accounts by non-owners has caused confusion and controversy. That’s why more than 40 states have adopted the Uniform Fiduciary Access to Digital Assets Act to clarify how executors and heirs can be allowed to access digital assets without penalty.
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