Robo-Advisors Will Offer More Opportunities Than Threats to Advisors
As robo-advisors continue to attract clients’ assets and venture capitalists’ dollars, some advisors may wonder if they’re a threat to their business.
30 Best Big 401(k) Plans: BrightScope
These $1 billion-plus 401(k) plans saw higher participation, deferral rates and average balances in 2014.
Morningstar’s iPad App Aimed at ETF, Mutual Fund Investors
New apps, data integration offers more access and information to users.
Coburn Calls for ‘Fairer, Flatter’ Tax Code
Best solution would be to throw it out and start again, but in the meantime, he calls for end to preferences on municipal bonds, carried interest, cash-value life insurance and credit unions.
Best Mutual Fund Firms for Service: Dalbar
One firm has won Dalbar's annual Mutual Fund Service Award 23 times.
Retirement Savings, Household Assets Rise in 2013; Big Gains for Seniors
Total household assets increased 16% last year, according to a study by Hearts & Wallets.
JPMorgan Exec Named Commonfund CEO
Catherine Keating is leaving JPMorgan for Commonfund, the firm announced Monday.
Stable Value Fund Group Makes Pitch to Risk-Averse Millennials
Stable value funds are ideal investments for millennial investors, according to Gina Mitchell, president of the Stable Value Investment Association.
For Investors, Guaranteed Retirement Money Trumps Growth
Concern over retirement income far outweighs investors’ interest in portfolio growth.
Pension Administrators Report Strong Confidence, Returns in Public Pensions
NCPERS survey finds public pension administrators feel pretty good about their plans.