GOP Lawmakers Demand More Info on DOL, SEC Fiduciary Collaboration (Again)
Two House Republicans say they haven't received "compelling information from DOL that meaningful coordination has taken place" between Labor and the SEC on fiduciary.
What Makes Sequence of Returns Risk So Dangerous
Ron Surz uses a thought experiment to clarify sequence of returns risk and its perilous implications for target-date investors.
DOL Shouldn't Rubber-Stamp Waivers for Guilty Banks, Democrats Say
Sen. Warren and others want DOL to hold a hearing on waivers requested by four megabanks to remain “qualified professional asset managers” despite guilty pleas.
Ordinary Americans Shouldn’t Need a Ph.D. in Finance to Retire
Morningstar spotlights research on the behavioral barriers that derail Americans from saving for retirement.
11 Best & Worst 529 College Savings Plans of 2015: Morningstar
ThinkAdvisor looks at the college savings plans rated Gold, Silver and, well, Negative.
Women Have More Positive Experiences, Negative Emotions About Retirement
Women have more positive experiences in retirement but are also more stressed than men, according to a recent study by MassMutual Retirement Services.
Many Americans Clueless on How to Spend Retirement Savings
More than half of retirement savers in a survey had no plan for how to access and stretch their money once they retired.
Early Retirement Not Just for the Wealthy
More than a quarter of workers plan to retire before 65, according to data from Allianz. And it’s not just high earners.
The Obvious Retirement Risk That’s Not in the Models
A new, award-winning research paper argues that the financial planning models advisors are using fail to match retirement reality.
3 Essential Elements to a Life Well Lived: US Trust
Three factors are most essential to a “life well lived,” according to the 2015 U.S. Trust Insights on Wealth and Worth survey.