Half of IRA Rollovers to Stay in Plan After DOL Fiduciary Rule: Cerulli
Advisors will have to offer more services to clients to support a rollover recommendation to an IRA, suggests new research from Cerulli.
Top Portfolio Products: New Funds from Fidelity, CBOE Vest and Direxion
Fidelity introduced six factor-based ETFs, CBOE Vest added a defensive stock fund and Direxion launched two leveraged ETFs.
Milevsky on DOL Fiduciary Rule: Big Flaws; Annuities Will Suffer
The fiduciary standard rule’s overriding emphasis on fees is deeply flawed, says the academic. His short-term prognosis for the annuity industry? Poor.
Top 20 Largest Pension Funds in the World
Research shows assets fell 3% in 2015 for the world's 300 biggest funds, but growth since financial crisis is up 19%.
9 Milestones in the Rise and Fall of American Pensions
Some of these events still affect retirement plans today.
Insurers to ‘Have Their Butts Sued Off’ Under DOL Fiduciary Rule: NAFA Lawyer
In the first hearing in a series of lawsuits, NAFA argues the DOL fiduciary rule embodies overreach to do things Congress never intended.
What Advisors May Not Know About the DOL Fiduciary Rule
Pension law attorney Marcia Wagner lays out not just the basics of the rule but some details that may surprise you.
Why Aren’t Retirement Savers Choosing Annuities?
Despite annuities’ benefits, Americans aren't buying into them.
Should You Hoard Cash Before the Election?
Gary Shilling suggests cash allocations of 30% to 50%; S&P's Sam Stovall says holding cash makes sense. But there are less dramatic ways to speculate.
Another Way to Look at Robo-Advisors: The Doctor Analogy
When you were sick, wonders Exceed Investments’ Joe Halpern, “have you ever gone to a robo-doctor?”