Added on February 2014 in Join an RIA
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Summary: Independent broker-dealers, take notice: The largest custodian for independent advisers is gunning for you. Speaking Wednesday at a business meeting, the executive in charge of Schwab Advisor Services said that independent broker-dealers are less likely than in the past to be seen as a necessary stepping stone for wirehouse exiles seeking independence.
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Summary: Get your happy on. Generation X may be more prepared for retirement than you've been hearing.Then again, maybe not. Late in 2013, Wells Fargo released its annual Middle Class Retirement Study. Included in the findings was the news that "middle-class Americans in their 30s seem to have the most realistic overall outlook for retirement."
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Summary: Generation X is like a surfer poised to catch a giant wave of income and inheritance. But they're hanging 10 without any professional help — and that's where advisers have an opportunity to leap aboard and keep them from wiping out.
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Summary: In the anguished debate over the value of a college education vs. high costs and declining opportunities, a new Pew Research Center study weighs in resoundingly on the side of higher education.
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Summary: As boomer clients near retirement age, advisors must help clients rethink their vision for their golden years. With longer life spans, the financial fact of life is that many boomers will still need to generate some earned income in retirement. They might not retire from work—even once they qualify for age-dependent benefits, such as Social Security and Medicare—but rather will retire to a different kind of work.
