Betterment Assets Top $5 Billion; Firm Hires Its First CFO
Betterment CEO Jon Stein says assets are five times what they were just 18 months ago.
10 Best Cities for Millennials to Live
Taking into account job opportunities, access to nightlife, affordable housing and cost of living, these 10 locales are where millennials should look to live.
Pension Benefits May Be More Portable Than You Think: Retirement Think Tank
Many plans allow employees who change jobs to retain and even increase benefits, the National Institute on Retirement Security says.
Morningstar, ARA Deliver Fiduciary Education Program
The program "sets a new standard for fiduciary practices that goes beyond the mere letter of the law," says ARA head Brian Graff.
Alicia Munnell Examines 6 Ways to Boost Retirement Savings
The Bipartisan Policy Center lists some ideas, but one proposal in particular "severely limits the usefulness of the document," retirement scholar Munnell says.
Mix Roth, Traditional 401(k)s for Better Outcomes
Ever since Congress created Roth accounts, savers have faced this quandary: Roth or traditional?
New FAFSA Rules Create New College Financial Aid Strategies
Student loan rates are lower and FAFSA rules have changed, which creates new opportunities to maximize financial aid.
Top Portfolio Products: Morningstar Adds Global Risk Model
Morningstar's risk model evaluates more more than 40,000 stocks and 10,000 equity funds to help investors understand potential risks and returns.
Private Student Loan Delinquency Rates Decline
Delinquency and charge-off rates for private student loans are the lowest since before the 2008 financial crisis, according to new research.
401(k) Fees Attracting More Attention — From Lawyers
Here’s a term you really don’t want used to describe your 401(k): “One of the most expensive plans in America.”