Advisors

Kenneth Fisher, chief executive officer of Fisher Investments, speaks at the Forbes Global CEO Conference in Sydney, Australia, on Tuesday, Sept. 28, 2010. Gillianne Tedder | Bloomberg | Getty Images The Iowa Public Employees Retirement System is terminating its relationship with Fisher Investments, pulling $386 million from the asset manager. The Iowa plan, which holds
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Morgan Stanley signage on the door of their headquarters building in New York. Scott Mlyn | CNBC Morgan Stanley is offering a new tool to help financial advisors and their clients measure sustainable investing choices and how they perform in their portfolios. The analytics and reporting application, called Morgan Stanley Impact Quotient, was announced on
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tommasolizzul | iStock | Getty Images The number of Americans prepared to meet their basic expenses in retirement has drastically declined in the last 20 years, according to research published by Boston College. This study confirms, at least to some degree, that it’s not only the millennial generation that has difficulty knowing when to cut
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Thomas M. Barwick | Getty Images Financial advisors have another “best interest” rule around the corner: This regulation applies to life insurance and annuity recommendations. New York is rolling out a regulation that will require financial advisors to place their clients’ interests above their own when they’re making recommendations around proposed or in-force insurance contracts.
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MixAll Studio | Blend Images | Getty Images Robo-advisors have made one thing abundantly clear to traditional financial advisors: Picking investments for clients is simply not enough anymore. “Investments are table stakes now,” said certified financial planner Erin Wood, vice president of wealth planning at Carson Group Holdings in Omaha, Nebraska. “Advisors have to help
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