Advisors Must Use a 'Gender Lens' to Better Serve Women Clients
The founder of Wealthrive says advisors must approach women's financial needs in a more nuanced manner if they expect to adequately serve them.
12 Weakest States for Retirement Security: NIRS
There’s “room for improvement” in all states to build better retirement support systems, Diane Oakley said.
African-Americans Say They're Savers, Not Investors
New research by Prudential showed that African-Americans were financially confident overall but faced some gaps in retirement planning.
Sen. Warren Floats Bill to Stop Credit Checks by Employers
The Equal Employment for All Act would prohibit employers from requiring potential employees to disclose their credit history when applying for a job.
Will 2015 Be the Year Financial Wellness Finally Takes Off?
Less than a quarter of employers have financial wellness programs — a potential source of new clients for advisors. But the field is expanding.
Time for Wall Street to Show Investors Their Trust Matters
Next week’s DOL hearings will provide firms with the public forum to demonstrate their support for a workable best interest standard.
9 Best States for Retirement Security: NIRS
States were scored based on retirement savings, costs for retirees and labor market conditions for older workers.
Funding a Cure for Childhood Diseases
In June, Children's National Health System and Benefunder, a hosted donor-advised fund, announced a partnership to increase funding for pediatric research.
Fiduciary Best Practices, Part Deux: Bigger, Better, Maybe More Client-Centered
Recent activities in Congress and at the SEC to curtail a fiduciary standard for brokers indicate, at least to this writer, that any meaningful advances in investor protections will be driven by independent fiduciary advisors.
The End of the 401(k)?
"Let's declare 2015 the year we officially recognize 401(k) plans as a failed experiment in retirement planning," Simply Money CEO Bachrach writes.