Demystifying the DOL Part 5: Download the Full White Paper

While the DOL Fiduciary Rule is currently in flux, the principal Advisor in a firm still needs to understand the law and the implications of the rule on advisor operations. To help you evaluate the impact on your business, download our free white paper titled Operational Guide for BGAs, FMOs and TMOs Under the DOL Fiduciary Rule. It is an indispensable guide to ensuring that all aspects of your operations are aligned so that your advisors can act as fiduciaries.  

Wearable Technology: Expectations and Concerns

Wearable Technology: Expectations and Concerns

Wearable technology, ranging from Google glasses to smartphones merged with computers to create cuff-like devices, was once only the stuff of science fiction. That’s no longer the case and these and other innovative gizmos are expected to move quickly into acceptance as part of everyday 21 st century life. PricewaterhouseCoopers (PwC), which provides assurance, tax and advisory services to companies around the world, has just released an extensive report on wearable technology. It reveals user expectations and predicted advantages of the devices for business and consumers, as well as concerns over the potential privacy issues and other challenges companies may face as wearable technology moves into the workplace. The Wearable Future For the PwC’s report, 1,000 consumers, wearable technology experts and business executives were queried about their use of wearable technology and their perceptions of the devices’ impact on both individuals and the business arena. Social media chatter was also …

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It Pays to Educate Yourself About Retirement Savings

It Pays to Educate Yourself About Retirement Savings

When it comes to saving for retirement, you are your own best guide and advocate. Only you know what you want your retirement to look like, so you have to take responsibility for saving the money you need to make it happen just as you envision. A University of Michigan study found the average 401(k) account has one trade every four years, which researchers dubbed “inattentive” management. “The difference between a well-invested account and one that’s not can be substantial, as much as 2% or more per year according to some studies,” says Celia Rafalko, a financial planner and CEO of Piedmont Independent Fiduciaries. If you want to accumulate enough money by the time you’re ready to quit working, you need to educate yourself about retirement savings and avoid falling into a pattern of inattentive management. Consider tapping these sources of information. Your HR Department Your company’s human resources team …

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How to Connect With Co-Workers When You Work From Home

Working from home has many fantastic benefits – no commute, no noisy and distracting co-workers, and no dress code. Many employees love it, and their companies enjoy the lower overhead costs that come from having fewer if any, staff in an office. Organizations save on electricity and furniture and enjoy increased productivity. It’s a win-win, almost. One thing that can suffer in a remote-work environment is the sense of teamwork and camaraderie. When there’s no watercooler, the friendly banter is gone. Without someone occasionally selling cookies or gift wrap, you learn a little less about your co-workers’ families and interests outside the office. It’s easy to settle into your work-at-home-bubble and feel isolated from the people you work with. Is there any way to develop cohesion and connect with co-workers when you’re not working in the same place? Yes. Here’s how. Collaborate Through Technology “Use various technology platforms to collaborate …

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