Women Have More Positive Experiences, Negative Emotions About Retirement
Women have more positive experiences in retirement but are also more stressed than men, according to a recent study by MassMutual Retirement Services.
Early Retirement Not Just for the Wealthy
More than a quarter of workers plan to retire before 65, according to data from Allianz. And it’s not just high earners.
3 Essential Elements to a Life Well Lived: US Trust
Three factors are most essential to a “life well lived,” according to the 2015 U.S. Trust Insights on Wealth and Worth survey.
Military Retirement Overhaul Calls for DC, DB Blend
Lawmakers are debating major reforms to the military retirement system, proposing a new system that combines the current defined benefit plan with elements of a 401(k).
Fewer Advisors Means More Automation: Celent
The impending retirements of aging advisors, combined with the increased appetite for advice among millennials, will make automated advice services a necessity, Celent predicts.
3 Reasons to Avoid an IRA Rollover
Advisors need to brush up on the technical aspects of 401(k) rollovers, which are not always in clients' best interests.
William Sharpe: The First Robo—The 2015 IA 35 for 35
Bill Sharpe’s Financial Engines might be called the first robo-advisor.
Chuck Schwab: Slaying Wall Street Dragons—The 2015 IA 35 for 35
Schwab’s values-driven management helped create a firm that made investing more accessible.
Moshe Milevsky: Big Change Is Coming—The 2015 IA 35 for 35
The next generation of advisors "may have very different skill sets in 30 years than their mentors do now," Milevsky says.
Retirement Plans Paid $820M After Failing Nondiscrimination Testing
More than 54,000 401(k)s failed nondiscrimination tests and were required to return $820 million to participants, according to an annual study by Judy Diamond Associates.