RJ and Makay

Friday, May 25th

Open Positions | Careers | Privacy Policy | Bookmark | FAQ | Contact Us  

You are here: Tags financial plan
http://www.rjandmakay.com/components/com_gk2_photoslide/images/thumbm/537321header_1.jpg http://www.rjandmakay.com/components/com_gk2_photoslide/images/thumbm/963038header_2.jpg http://www.rjandmakay.com/components/com_gk2_photoslide/images/thumbm/981787header_3.jpg http://www.rjandmakay.com/components/com_gk2_photoslide/images/thumbm/923473header_4.jpg

RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> financial plan

Many need help envisioning financial dreams: The Principal

Posted by RJ and Makay on Jul 20, 2011

>> Read More RJ & Makay Blog Posts

Many Americans continue to need assistance to envision their financial dreams, according to a new Harris Interactive study for the Principal Financial Group (The Principal).  Despite resilience after the financial crisis, only one in 10 financial professionals said their clients are able to easily visualize their financial dreams.

Advisor earnings fell in 2010

Posted by RJ and Makay on Apr 07, 2011

>> Read More RJ & Makay Blog Posts

Advisor earnings fell in 2010Financial advisors' earnings declined 11% last year, indicates a new poll by the College for Financial Planning. Among 345 Certified Financial Planner (CFP) certificants and recent graduates of the College's CFP program, average annual earnings were $190,922 last year compared with $215,345 in 2009 and $195,349 in 2008. Residual effects of the recession were responsible for last year's decline, the College suggests.

Although they made less money last year, 94% of respondents said they're happy with their career choice. The poll also found respondents are: