Can Your Firm Outlive Your Tenure?
An astoundingly high percentage of advisory firms are positioned to go out of business when the founder retires if they don’t establish a solid succession plan.
TDFs Lead Investment for Small-Plan Retirement Savers
Target-date funds are the overwhelming favorite among participants in professionally managed investments, a report released Tuesday by Vanguard found.
What DC Plan Sponsors Want: Education, and Some Personal Attention
Market Strategies International has released a survey explaining DC plan sponsors’ priorities when it comes to choosing a recordkeeper.
ETFs ‘Next Evolution in 401(k)s,’ Schwab Says
“Today, mutual funds and 401(k) plans are almost synonymous,” Schwab’s David Gray said on the firm’s Every Third Friday media call.
To the Active Managers Go the Spoils in 2014: Natixis
Among other predictions, Natixis sees a sharp split between winners and losers in the stock market, spelling middling results for indexers.
Billion-Dollar Pensions, Nonprofits Favor Equities — for Now
Nonprofits and pensions managing $1 billion or more in assets hold a substantial portion of their assets in equities, according to Market Strategies International.
Pre-Retirees Choosing to Work Longer
While the average retiree stopped working at 59, those yet to retire say they want to work until 68, Northwestern Mutual found.
Visa Announces Standings for World Financial Literacy Cup
USA beats Brazil! Hopefully, that won’t be the last time we hear that this summer.
How to Beat the Retirement ‘Crisis’
Sean Ciemiewicz of Retirement Benefits Group says many investors overestimate how much they need to save for retirement.
Vehicle-Neutral UMAs Lead Managed Account Growth: Cerulli
Vehicle-neutral unified managed accounts are growing faster than any other kind of managed account program, according to Cerulli Associates.