CFP Board Adds Northwestern Mutual as Sponsor for Center for Financial Planning
Marilyn Mohrman-Gillis welcomes support to help develop "a more diverse and sustainable pipeline" of new and diverse planners and an "academic home."
Investors Are Getting Ripped Off on Index Fund Fees, Lawsuits Say
New York Life employees allege that its MainStay S&P 500 index fund in their 401(k) has much higher fees than comparable index funds.
Financial Stress Has Toxic Effects on Employees
One financial factor is key in determining an employee’s financial stress level. And many employees are under great financial stress, a study says.
Social Security Bill Would Raise Retirement Age, Slow COLAs
The Save Our Social Security Act employs a combination of revenues, benefit adjustments and raising the retirement age while preserving early retirement.
Cash Is Top Long-Term Investment Choice for Millions
Cash beats real estate for many Americans, a study says.
A Tale of Woe: Boomers Trying to Build a Retirement Nest Egg
Eight in 10 boomers don't know the amount of pre-retirement income they’d feel comfortable living on into their golden years.
Enforcement: Raymond James Fined $1.45M in Vermont Immigrant Visa Case
In another action, the New Jersey Bureau of Securities revoked a broker's registration after it found that he manipulated bond trades.
What Financial Firms Can Learn From Fitness Trackers
Financial firms that want to offer a better digital experience to their clients should look outside the financial services industry, according to Corporate Insight.
Why Companies Don’t Want Workers to Put More in Their 401(k)s
Retirement experts enthusiastically endorse automatic 401(k) features, but companies remain skeptical.
TD Ameritrade Awards Scholarships, Partners With XY Planning
TD Ameritrade Institutional and XY Planning Network are joining forces to foster the growth of fee-only planners that serve young people.