Small-Business 401(k)s Follow Large-Plan Trends: Vanguard
Vanguard has released its small-business-focused How America Saves report, which found small 401(k) plans are mirroring trends seen at larger companies.
PayPal, Amazon Could Give Banks and Credit Unions a Run for Their Money
Banks and credit unions could be under pressure to innovate as younger clients are more open to alternative financial services providers, a survey found.
BlackRock Snaps Up FutureAdvisor: Could Wealthfront or Betterment Be Next?
As the fifth-largest robo-advisor is bought, “all eyes are now on Wealthfront and Betterment” as the next acquisition target, advisor techie Bill Winterberg says.
Wealthiest Americans May Be Their Own Worst Enemies
Serious disconnects, rising to the level of "incongrous," are exhibited by the UHNW, a study by SEI and Scorpio finds. One reason: They underutilize advisors.
A New Online Platform to Limit Investment Losses
Vest Financial Group now offers investors and advisors a way to hedge downside risks of individual stocks and ETFs via an online platform.
4 Things Clients Want From Advisors That Robos Can’t Do: IMCA
IMCA Investor Sentiment Survey finds clients “expect more than what the regulators require” on advisor competency.
SEC Finds Shady Practices in BDs' Structured Product Sales
Examiners found suitability violations including heavy sales to customers who were elderly, didn't speak English or had a conservative investment objective.
3 Things Advisors Can Do to Help Clients Avoid Panic
When the market has a bad day, managing clients' emotions is half the battle. Make a plan to prevent panic in the first place.
10 Best Cities for Retirement: 2015
WalletHub recently ranked the 150 most populated cities based on how well retirees can live affordably, stay busy and find health care.
Social Security May Extend Spousal Benefits to Gay Couples
Attorneys in federal suits seeking benefits say the SSA will provide retroactive benefits to the spouses, widows or widowers of same-sex partners.