Summers Says Markets Underestimating Risks of Trump Presidency
Former Treasury secretary sees “extraordinary uncertainty” and says Navarro-Ross paper is “well beyond voodoo economics.”
A Checklist for DC Plan Sponsors in 2017: Mercer
Plan sponsors need to do more than just focus on retirement when designing and maintaining their DC plans, says Mercer.
How Much Cash Would It Take to Get You to Delay Retirement?
To see if more people could be encouraged to delay claiming Social Security, Olivia Mitchell ran an experiment.
31% Cut in Social Security Benefits Needed by 2031: CBO
An earlier report from the Social Security Trust Fund projected a 21% cut in benefits beginning in 2034 if the status quo remains.
3 Wishes 401(k) Participants Want Advisors to Grant in 2017
In the new year, an ongoing issue is familiar: retirement plan participants’ confusion over how to make the most of their plan.
Former FDIC Chair Bair Has a Plan to Reduce Student Debt
Now president of Washington College, Bair likens the student loan crisis to the home mortgage crisis she dealt with in the past.
Department of Labor’s 2016 by the Numbers
A changing administration portends a change in direction, but here’s how the DOL did in 2016.
Wells Fargo Outlines DOL, Tech Plans; Departures Continue
The wirehouse urged its FAs to "have conversations with clients and document" that discussion.
7 Estate Planning Resolutions for Clients to Make Now
Given the uncertainty surrounding estate planning legislation, many clients may be reluctant to focus on their estate planning goals.
2017 Markets: The Great Unknown
Investment Advisor's Asset Allocation panelists — Gary Shilling, Sam Stovall and more — deliver their outlooks for the markets and economy in 2017.