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.
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.