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.
Advisors Sharply Increase Use of Options for Clients: OIC
Responding to clients' "insatiable need for income," advisors across all channels have increased their use of options, according to the Options Industry Council.
DOL Seeks Feedback on Brokerage Windows in 401(k)s
The range of investments available in the "window" and how much disclosure workers get about them are some of the questions DOL wants answered.
The Man Who Blew the Whistle
A former MassMutual agent turned SEC annuity whistleblower spoke about his experience to Joe Nocera of The New York Times.
7 Ways to Boost Pension Systems: EY
Among the recommendations: appointing a "chief simplicity officer" for pension plans to make them more understandable to consumers.
More Investors Get Help With Oil Change Than 401(k) Advice: Schwab
Investors are also more likely to have someone help them landscape or help with their taxes than get help making their 401(k) investment choices.