9 Worst States for 401(k) Plans
While any company can design a better plan no matter the state it's in, the trends are nonetheless telling.
Compass Financial Boosts Education With Financial Finesse Partnership
Financial Finesse will offer its services at a discount to employees and consult on Compass' in-house financial education program.
Recharacterizing Roth IRAs Smartly: Use Multiple Roths
Despite the benefits that recharacterizing a Roth conversion can offer, this route can sometimes function as a double-edged sword.
Despite Saving More, Workers Still Face Retirement Shortfalls
Although participation and contribution rates are fairly high in 401(k) plans, Natixis finds many participants, especially baby boomers, are on track to fall short.
Social Security and Tax Planning: The Advisor Opportunity
Neither process is fun, but relieving the confusion and frustration surrounding the Social Security planning and claiming process represents a major business-building opportunity for advisors.
401(k) Savers Who Stuck Out Financial Crisis Reaping Rewards
Workers who saved consistently in a 401(k) plan during the five years that included the financial crisis are reaping the rewards.
Can Managed Futures Be an Income Investor’s Best Friend?
Managed futures are a good portfolio diversifier, but they also turn out to be negatively correlated with high-yield bonds. Income, anyone?
Global Dividends Up 12% on US, Developed Market Strength
Dividends increased almost 12% in the second quarter, according to a report released Monday by Henderson Global Investors.
Parents Agree Kids Should Help Pay for College: Fidelity
Parents plan to cover 64% of their children’s college costs, Fidelity’s eighth annual College Savings Indicator Study found.
Advisors Sharply Increase Use of Options for Clients: OIC
Responding to clients' "insatiable need for income," advisors across all channels have increased their use of options, according to the Options Industry Council.