Pension Administrators Report Strong Confidence, Returns in Public Pensions
NCPERS survey finds public pension administrators feel pretty good about their plans.
6 Ways to Lure Clients Graduating From Robo-Advisors
When investors outgrow automated advice, they’re going to look for a certain kind of advisor.
Managing Risk to Create Retirement Income
In turning its attention from accumulation to decumulation, the 401(k) industry created new products to solve income needs, but they came with significant disadvantages, according to the presenters from Milliman during a session at Schwab Impact in November.
In a First, Plan Sponsors Say Top Priority Is Retiree Outcomes
Retirement plan sponsors are taking a greater interest in their participants’ retirement outcomes, according to Fidelity’s fifth annual Plan Sponsor Attitudes survey.
RIA Beacon Pointe Is 65% Female, by Accident
Diversity was “happenstance,” says founder and partner Shannon Eusey, but more women led to more female clients.
Losing a Spouse Hits Women Harder Than Men
Women were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
Retirement Spending Plans Should Follow Pension Strategy: Russell
Pensions’ funded ratio method offers a “simple yet powerful percentage that most clients understand immediately,” a Russell study says.
‘Self-Directed’ Investors Lying to Themselves
Many investors consider themselves self-directed, but research from Hearts & Wallets shows they aren’t actually going it alone.
How to Help Clients Claim Medicare
Few retiring clients ask their advisors about Medicare, but there is much they need to know about claiming this mandatory benefit.
Krawcheck to Advisors: Stop Acting Like It’s 1957
A lack of diversity hurts clients and even the economy, Sallie Krawcheck says. Schwab’s Mary Rosai discusses the firm’s proactive approach to boosting women.