Arnott: ‘100 Minus Your Age’ Asset Allocation Rule All Wrong!
Research Affiliates argues that industry and academia both deny reality in pushing young workers into stocks, particularly through target-date funds.
Third of Clients Say They Didn’t Get Adequate Financial Planning Services
New research from the Financial Planning Coalition shows a lack of appropriate regulatory standards for those who say they are “financial planners.”
10 States With Most Advisors Headquartered
Most investment advisory firms’ main offices are concentrated in relatively few states, with distribution likely driven by access to financial markets, population and net worth.
Financial Abuse Starts With Friends and Family, Not Strangers
Americans think they have a clear idea of where financial abuse against elders starts, but they are wrong, a survey from Allianz Life found.
Mariner Holdings Launches Mariner Retirement Advisors
The new firm is focused on providing 401(k) advisory services to plan sponsors throughout the country.
Don’t Let Medicare Surcharges Take a Bite Out of Clients’ Retirement
New white paper offers strategies to reduce Medicare surcharges and increase net retirement income.
New DOL Fiduciary Rule Will Hurt Retirees, Panelists Say
While consumer advocates favor compelling brokers to act in a client’s best interest, much of the financial lobby is dead-set against them.
5 Reasons Consumers Flunk LTC Planning
Sloth, denial and tight budgets may not be the only villains.
Saudis Sitting Pretty in Global Oil Price Plunge
There’s still only one country in a position to choose winners and losers in the global market: Saudi Arabia.
5 Annuity Answers Every Investor Needs to Know
NAFA has released a paper that helps advisors answer five of the most important annuity questions.