Top Portfolio Products: Morgan Stanley Adds Environmental Toolkit to Platform
New tools to invest with climate change in mind and to support clients emotionally and promote long-term investing.
Chronically Ill Clients May Have Lower Health Care Costs in Retirement
Retirees with certain health conditions may not need to save as much because their life spans are shorter, an Empower Institute study finds.
How Pro Golf Explains the Stock Market Panic
Behavioral economist Cass Sunstein says golf offers a clue about an important source of this month’s market volatility: human psychology.
Back to the Future for 401(k) Plan Participants
A 401(k) pioneer says the retirement plan market is progressing by offering fewer options--and more human interaction--to plan participants.
Amid Volatility, Portfolio Management Is Top Advisor Concern: Fidelity
Advisors have become more concerned about portfolio management since the middle of 2015, according to Fidelity’s Advisor Investment Pulse survey, as market volatility has increased.
Kotlikoff: 5 Tips to Navigate Social Security Filing
Social Security claiming rules are so complicated that even most SSA employees don't understand them, Kotlikoff warns.
How Advisors Can Help the Community, Boost Their Business
At TD Ameritrade’s National LINC conference in Orlando, attendees discussed ways they were positively interacting with their communities and the benefits to their businesses.
The Rich Are Already Using Robo-Advisors, and That Scares Banks
Lenders are racing to release their own automated investing technologies this year.
Edelman: What’s Top of Mind for Advisors? Technology, Recruiting Women
Female clients are not a "legitimate segment" to pursue, Ric Edelman said on a panel, but "women as advisors have been ignored" and "tend to be the best" advisors.
How to Boost IRA Rollovers as DOL Fiduciary Rule Looms and Competition Grows
If advisors want to attract more rollover assets, they need to offer “more than just money management and asset allocation models,” says Janus' Matt Sommer.