Clients Clamoring for Help on Rollovers, Annuities: Cerulli
The DC plan-dominated landscape leaves clients needing help generating retirement income and managing the sequence of returns, a report from Cerulli and IMCA says.
Buddy Donohue, Back at SEC, Could Boost Chances of VA Summary Prospectus Rule
Former SEC Commissioner Troy Paredes says there's "opening for movement" on such a rule.
Simple Survey Divines Investor Sentiment
A German research firm has learned much about investor behavior by asking the same questions over and over again.
Does Gay Marriage Ruling End a Financial Planning Niche?
The workarounds that advisors in many states created to provide same-sex couples with legal benefits now must be unwound.
U.S. Investors Think Locally, Data Shows
A report by Openfolio, a platform where investors share portfolio philosophies and contents, shows which industries are most popular among investors in various regions.
Now You Can Get Married, Gay or Not. Here’s What You Gain — and Lose
Now that same-sex marriage is legal nationwide, gay couples, and anybody else thinking about marrying, also bear some often-overlooked costs and responsibilities.
Retirement Assets Continue Upward Trend in Q1
First-quarter retirement assets increased 1.3% to $24.9 trillion, the Investment Company Institute reported.
Retirement Service Providers Losing Plan Sponsors’ Loyalty
Plan sponsors feel less loyal to their retirement service providers, according to an annual index produced by research firm Chatham Partners.
When an IRA Rollover Is a Bad Idea
“Advisors better have good reason to roll over the 401(k) other than to generate fees and commissions for themselves,” advisor Scott Hanson said.
Financial Confidence Among Military Middle Class Hits Record High
Despite anxiety over sequestration, military families are more confident about their financial security than they have been in some time.