Morningstar: City Pensions in Good Shape, Sort Of
A report finds that while some cities are adequately managing their pension liabilities, many “are coming under duress.”
Forbes Article Misrepresents BDC Fees, Performance: Franklin Square
Franklin Square CEO Michael Forman responds to the Forbes article on his controversial, nontraded business development companies.
SEC: Don’t Use ‘Protected’ or ‘Guaranteed’ in Fund Names
The regulatory body is heightening its scrutiny of funds that include the terms.
5 Reasons Clients Make Bad Investing Decisions
Behavioral finance plays a big role in any successful client relationship. Beware of these five forces that lead clients astray.
Morningstar: Equity Funds Get Second-Biggest Boost This Year
Bond fund exodus hampered overall fund flows.
CFP Board, Under Pressure, Drops CE Plan
Board says it won’t enter the CE provider space “at this time”; announces multiyear plan to improve offerings.
Evensky & Katz Win Award at Schwab Impact
Evensky & Katz Wealth Management has won an award — yet again — as Schwab hands out IMPACT awards.
United Planners on Its Tech: The Glue That Holds It All Together
“Our master philosophy is ‘enter once, use many,’” Sheila Cuffari-Agasi says when describing the technology employed at United Planners Financial Services.
FSI Adds 250 New Members Through Girard Securities
The advocacy organization says its membership renewal rate remains high.
Top 20 International Stock Funds in DC Space
The list is part of a series of rankings BrightScope regularly publishes to provide insight into the top funds and managers in the retirement marketplace.