Advisor Today Blog

Why I Am in Washington, D.C.

As the members prepared for the meetings with lawmakers, several of them shared some of the reasons why they left their busy practices and traveled to Washington, D.C., to make their views known. Here are some of these reasons, in their own words:

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Women and Younger Investors Lack Financial Literacy

According to the first financial literacy flash survey (conducted by AdviceIQ, in recognition of Financial Literacy Month) women and individuals under the age of 45 are much less knowledgeable about personal finance than male and older investors.

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NAIFA-West Virginia Honors Long-Time Member

NAIFA-West Virginia recently honored Philip T. Seibert for 77 years of service in the financial-services industry. "What is best for the client will always be the key."

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Insights in Investment Management

Late last year, kasina, a strategy consulting firm in the financial-services industry, conducted its biannual Financial Advisor Vision survey of 2,521 advisors. Read on for the study's findings...

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The Secret to Enjoying a Long and Active Life

Conventional wisdom has usually sided with the impression that those who retire the earliest—those between 55 to 60 years of age, live longer than those who retire later. Wrong.

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