Advisor Sales Strategies

All generations have made headway when it comes to retirement savings, but Generation X is the weakest generation when it comes to finances, especially money management.

It sounds impossible, but financial planners may be telling us to save far too much.

The Dow Jones industrial average on Tuesday finally reclaimed the ground it held before the carnage of the Great Recession bailouts, bank failures, layoffs by the million and a stock market panic that cut retirement savings in half.

Americans are cutting back on their non-essential spending, according to a new survey by investing company Scottrade, Inc. The survey found that saving for retirement is becoming important, so people are doing more comparison shopping, using coupons and cutting back on things like new clothes and entertainment.

A new survey by Charles Schwab shows that three-fourths of advisors believe that the number of advisors becoming registered investment advisors will continue to increase, and more than half say they find the idea of becoming an RIA appealing.

The U.S. Department of Labors Advisory Council on Employee Welfare and Pension Benefit Plans, also known as the ERISA Advisory Council, will meet Tuesday, March 13, at Labor Department Headquarters in Washington, D.C.