Fw: RIAs' AUM Growing by 12.8% Annually, Schwab Study Finds

Sent from my Verizon Wireless BlackBerry

---

From: Financial Planning <financial-planning@email.financial-planning.com>

Date: Thu, 10 Jul 2014 12:07:25 -0400 (EDT)

To: <mainandwall@gmail.com>

Subject: RIAs' AUM Growing by 12.8% Annually, Schwab Study Finds

Home  |  Subscribe       Daily   Jul 10, 2014       Top Stories   RIAs' AUM Growing by 12.8% Annually, Schwab Study Finds by ANDREW PAVIA   While equity market performance has helped, RIA firms are also demonstrating smarter company strategy, a recent Charles Schwab study finds. READ MORE »   Prime Money Funds to Float Price in Plan Said Headed to SEC Vote by DAVE MICHAELS   The riskiest money-market mutual funds will have to let their share prices fluctuate and charge investors withdrawal fees during times of stress under tougher U.S. rules set for adoption this month. READ MORE »       Securities America Reels In New Super OSJ by MADDY PERKINS   Dalton Strategic Investment Services, a smaller broker-dealer firm with almost $1 billion in client assets, has joined Securities America as a super-OSJ. READ MORE »   3 Smart Fixes for Social Security & Medicare: Thursday's Retirement Scan   Easy way to increase a nest egg; How divorced clients can boost retirement income; Why 'style drift' matters READ MORE »   Public Speaking: How to Connect With Clients by BRUCE W. FRASER   If your message is clear, your ideas will be remembered more and, by association, so will you. READ MORE »           White Papers   Glide Path Within a Glide Path   American Funds believes that a target date series should feature not only a gradual reduction in equities over time, but also a gradual shift in the nature of that equity exposure. READ MORE »   Emerging Markets: Investing in Developing Economies Can Pay Dividends   Take an in-depth look at why the case for emerging markets remains strong. READ MORE »   MORE IN WHITE PAPERS »         Web Seminars   HNW Withdrawal Strategies   Deciding which account to tap first when someone retires is less straightforward than normally assumed, once income taxes and beneficiaries are taken into account. READ MORE »   Behavioral Finance: New Applications   This one-hour webinar will focus on what to do about this problem. READ MORE »   MORE IN WEB SEMINARS »         FOLLOW US: @finplan Facebook       For custom reprints or content licensing opportunities please contact Godfrey Livermore, godfrey.livermore@sourcemedia.com, 212-803-8351.   You are currently subscribed to Daily as: mainandwall@gmail.com. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809