Which Annuity Is Optimal? SPIAs vs. DIAs
A study of fixed income annuities across 6,000 scenarios ranked one type higher, but the other could soon snatch the annuity crown.
Gen X Retirement Worse Than Boomers’? Check Your Math, Says EBRI
EBRI recently challenged studies from Pew and the Center for Retirement Research that concluded Gen Xers’ retirement prospects were in worse shape than baby boomers'.
Hispanics Seek More Financial Knowledge
Growing up with little to no financial education, Hispanic investors today say they are hungry for more investment knowledge, according to a Wells Fargo survey.
How to Overcome Behavioral Biases, Raise Retirement Savings: Cerulli
Cerulli’s latest research addresses ways recordkeepers can better engage retirement plan participants to improve outcomes.
Fidelity to Pay $12 Million to Settle 401(k) Suits
Fidelity's own employees alleged the mutual fund giant charged excessive fees in the company’s own 401(k) plans.
Top 5 Retirement Expectations of Boomers
Baby boomers are retiring in droves. In five charts, here are their expectations for the future, according to IRI.
Managed Accounts: Next Up for Reform?
The recent GAO report on 401(k) managed accounts raised some pretty serious questions about their worthiness.
Are 10% Portfolio Returns Reasonable?
Many financial advisors, robo-advisors in particular, often rely on historical return data. How reasonable are these averages for retirement investors?
4 Ways Advisors Can Help Single Parents Plan for Retirement, College
Saving for retirement and a college education is a constant battle. Here are a few ways advisors can guide single-parent families.
5 Tax Strategies to Pay for College Without Going Broke
One wealth advisor shows how small-business owners can use IRS rules to defray tuition expenses, in effect creating a "tax scholarship."