Clients Want Ethical Advisors. Are You One?
Steven Blum, author of "Negotiating Your Investments," says advisors’ duty to clients goes beyond a fiduciary standard.
Thornburg Urges Advisors to 'Retire Retirement'
As the idea of retirement evolves, Thornburg Investments created an informational packet for advisors to help clients reshape their retirement expectations.
Americans Would Rather Talk About Sex or Death Than Retirement
A study from Northwestern Mutual found that more than two in five Americans have not spoken to anyone about their retirement.
9 Worst States for 401(k) Plans
While any company can design a better plan no matter the state it's in, the trends are nonetheless telling.
Compass Financial Boosts Education With Financial Finesse Partnership
Financial Finesse will offer its services at a discount to employees and consult on Compass' in-house financial education program.
FELA Combines Financial Literacy, Behavioral Finance for Better Outcomes
Most financial advisors seeking to cultivate long-lasting relationships with their clients are incorporating the principles of behavioral finance into their practices.
Despite Saving More, Workers Still Face Retirement Shortfalls
Although participation and contribution rates are fairly high in 401(k) plans, Natixis finds many participants, especially baby boomers, are on track to fall short.
Under the Hood: Medicare Premiums—What You Need to Know, Pt. 2
Understanding the premiums for Medicare parts A, B and D, along with some changes to the program from the Affordable Care Act.
Global Dividends Up 12% on US, Developed Market Strength
Dividends increased almost 12% in the second quarter, according to a report released Monday by Henderson Global Investors.
Parents Agree Kids Should Help Pay for College: Fidelity
Parents plan to cover 64% of their children’s college costs, Fidelity’s eighth annual College Savings Indicator Study found.