16 Best & Worst 529 College Savings Plans of 2016: Morningstar
Of the 63 plans Morningstar rates, almost half have a neutral rating and all three plans with a negative rating are sold by advisors.
Retirement, HSA Balances Rose in Q3, Fidelity Analysis Shows
Use of health savings accounts rose sharply over the past year.
John Bogle: SEC Should ‘Step Up’ and Issue a Fiduciary Rule
Bogle said he couldn’t imagine an advisor acting as a fiduciary to clients on retirement and failing to do so on other investment advice.
Cash Balance Plans Supersize Small Business Retirement Savings
Hybrid cash balance plans can provide small businesses with an opportunity to more than quadruple annual retirement savings.
Top 10 Pensions Funds for Private Equity Returns
Private equity outpaces all asset classes in long-term returns on investments, according to the American Investment Council.
Raymond James, Ameriprise Keeping Commissions in Retirement Accounts
The two BDs, which have nearly 17,000 advisors, won’t relent to DOL fiduciary rule, insisting that investor choice is paramount.
Most Advisors Confused on DOL Rule’s Impact: Galvin Poll
A majority incorrectly believes that, despite their work with retirement accounts, the new fiduciary standard won’t impact them.
DOL Releases FAQs on Fiduciary Rule
First round of FAQs answers 34 questions on new exemptions and amendments to existing exemptions.
The Next 10 Years Will Be Ugly for Your 401(k)
We expect about a 5% return on our investments; a Research Affiliates report tells us we should start getting used to disappointment.
On the Ballot: Key State and Local Tax Proposals
In several states, Election Day will mean more than choosing a president, it will involve voting on initiatives to increase state or local taxes.