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Summary: The most successful financial advisers take their time picking up new technology, focus on the "client experience" and deemphasize back-office trades, according to a new study from Fidelity Investments.
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Summary: A new survey from MFS has found that the younger generation’s definition of long-term investing is quite short, and that these "recession babies" invest more conservatively than even their grandparents.
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Summary: Two recent studies by the Employee Benefit Research Institute show how baby boomers and Gen Xers are faring in their retirement readiness (much better thanks to the housing and financial markets), while another shows that those already in retirement are taking “small” withdrawals from their IRAs.
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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: What separates high-performing RIA firms from their competition? One factor: a pragmatic approach to technology, according to the 2013 Fidelity RIA Benchmarking Study. The annual study aims to tease out the drivers of RIA outperformance, separating the top quartile of RIAs, which it calls high-performing firms, from the rest. The top firms saw 1.5 times the growth, 1.3 times the profitability and 1.5 times the productivity of other firms in 2013.
