Many HNW Investors Call Themselves ‘Self-Directed,’ Despite Complex Portfolios
Almost 30% of high-net-worth investors consider themselves self-directed, a survey from Cerulli Associates found.
4 Key Questions About Roth IRAs and Taxes
Tax Facts experts dive into Roth IRAs to explain the tax regulations involving this popular investment vehicle.
Participants Happy With 401(k) Choices
A survey released in February by TIAA-CREF found that most retirement plan participants are happy with their investment choices, even if they aren’t familiar with all of them.
Finke: Lack of Fiduciary Protection for Elderly Is ‘Insane’
“In the United States, we have a buyer-beware marketplace for products that are very often sold to older consumers,” says Finke. "This is insane."
Half of Parents Say College Savings More Important Than Retirement
Nearly a third said they were using their 401(k)s to save for their children's college, T. Rowe Price found.
Lou Harvey: Obama Just Blew Up Your Business Model; Here’s What to Do
If you’re an advisor focused on retirement, the Obama administration has just blown up your own retirement plan. Dalbar's CEO offers a survival plan.
Average Retirement Age Leveling Off
Cultural and structural changes that converged to reverse a century-long decline in labor force participation may have petered out, the Center for Retirement Research says.
King vs. Burwell: 5 Patches for PPACA if Court Cuts Subsidies
If the Supreme Court kills federal exchange subsidies, what happens on July 1?
Edge 401(k) Funds Offers Personal Money Coach to Participants
A new 401(k) offering combines managed funds with personal guidance from a "money coach."
Financial Literacy Falling Among Military Families
A report released in February found that the general population scored higher on a financial literacy test than military households.