Hedge Fund Exploits Changing Political Climate
Investor reactions to political developments create mispricings in the market, says David Coggins of Coral Gables Asset Management.
Top Portfolio Products: Schwab Adds Commission-Free ETFs
There are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability. Check out this week's debuts.
Maximizing Retirement Benefits of Spousal IRAs for Non-Working Spouses
Retirement income planning for non-working client spouses can be more involved, but done right, a spousal IRA benefits both spouses.
How Changing These Words Can Help Advisors Hook Clients
Slight changes in language can make clients more comfortable and receptive to your ideas, says Gary DeMoss of Invesco Consulting.
Plan Sponsors Looking for New Advisors Despite Record Satisfaction: Fidelity
Fidelity's Sponsor Attitudes survey found satisfaction and perceived value at record levels, but retirement plan sponsors are still looking for a new advisor.
3 Steps to Help Solve the Looming Retirement Crisis
The biggest challenge ever for the investment world is solvable if employees, employers and government act soon, Charles Ellis says.
Rating the 401(k) of the Fund Rater
Employers that fill their retirement plans with active fund managers encourage the kind of bad investor choices that lead to underperformance.
A Great (and Impossible) Plan to Fix Retirement
Economist Teresa Ghilarducci’s plan to fix the retirement crisis is to figure out what’s needed, and work backward from there.
Alicia Munnell: 3 Workable Ways to Save U.S. Retirement System
The existing Social Security system and 401(k) plans could produce vastly better retirement outcomes with a few relatively simple fixes, the Boston College researcher says.
Consumers Clueless on Key Social Security Benefits: FPA, AARP Survey
One example: Only 9% of consumers say they’re ‘very knowledgeable’ about benefits, but 40% expect those benefits to account for most of their retirement income.