Impact Investing Returns as Good as S&P 500: Wharton
Must impact fund managers sacrifice their funds’ missions to maximize returns? That’s the question a new paper from the Wharton School seeks to answer.
China, Brazil Cause Headaches for Emerging Market Investors
DoubleLine Funds offered its outlook on emerging markets and provided an in-depth look at risks in China and Brazil specifically.
How to Enroll in — and Pay for — Medicare
Health insurance is confusing enough while you’re still working, but once you turn 65, introducing Medicare to the mix adds another layer of confusion.
Kotlikoff: Government, Employers Should Butt Out of Retirement Planning
“Americans have been taught that the government and their employers are going to take care of them” in retirement, Kotlikoff said. “That’s a big mistake.”
3 Reasons U.S. Is Poised for Investment Retrenchment
Geopolitical strategist Peter Zeihan draws a pretty bleak picture of the future for investors — except American investors.
How Changing These Words Can Help Advisors Hook Clients
Slight changes in language can make clients more comfortable and receptive to your ideas, says Gary DeMoss of Invesco Consulting.
6 Words, Phrases to Avoid in Client Communications
Gary DeMoss, a director at Invesco Consulting, shares research on which words and phrases get a better response from clients.
Plan Sponsors Looking for New Advisors Despite Record Satisfaction: Fidelity
Fidelity's Sponsor Attitudes survey found satisfaction and perceived value at record levels, but retirement plan sponsors are still looking for a new advisor.
Alicia Munnell: 3 Workable Ways to Save U.S. Retirement System
The existing Social Security system and 401(k) plans could produce vastly better retirement outcomes with a few relatively simple fixes, the Boston College researcher says.
Your Clients' Most Vulnerable Organ
Some advisors are already familiar with the challenges of cognitive decline.