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Summary: “Decisions about paying for higher education can have lasting impact on individuals and our economy,” according to the latest “Homeroom” blog from the U.S. Department of Education noting that “April is National Financial Capability Month.”
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Summary: Why should you care? Because disruptions are happening right now in our industry that many may be underestimating.
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Summary: Robo advisory” is the internet interface of investing, a new breed of online financial advisors who use computer models and algorithms to both design and manage investment portfolios. What will successfully competing in this new investing environment will demand?
Added on April 2016 in Form an RIA
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Summary: Sen. Elizabeth Warren, D-Mass., says that Lincoln National, Jackson National Life Insurance Company, Transamerica and Prudential Financial may have broken securities laws in their comments about the coming fiduciary rule from the Department of Labor, ThinkProgress writes.
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Summary: The advantages of owning an independent financial-advice firm — like more freedom and a shot at more money — don’t always extend to marketing.
