America’s Biggest 401(k) Advisor Has a Plan to Manage All of Your Money
Financial Engines, which already manages employees' 401(k)s, wants to manage all aspects of those employees' financial existence in an affordable way.
Saving Trumps Spending for Majority of Millennials
A new TD Ameritrade survey shows most boomers and millennials are savers, but the two groups are saving for different reasons.
Has the Bond Market Peaked?
The broad strengthening this year in the bond market “doesn’t normally happen,” and the market will “recalibrate” at some point, Schwab’s Kathy Jones said.
8 Financial Mistakes Couples Make That Could Derail Retirement
Whether it's a failure to communicate or a lack of action, couples are making big mistakes when it comes to saving for retirement.
Half of IRA Rollovers to Stay in Plan After DOL Fiduciary Rule: Cerulli
Advisors will have to offer more services to clients to support a rollover recommendation to an IRA, suggests new research from Cerulli.
Top Portfolio Products: New Funds from Fidelity, CBOE Vest and Direxion
Fidelity introduced six factor-based ETFs, CBOE Vest added a defensive stock fund and Direxion launched two leveraged ETFs.
7 Tips to Maximize Social Security Benefits From an Ex-SSA Director
With all of the rules and changes in Social Security, Kurt Czarnowski offers tips and advice to advisors.
Milevsky on DOL Fiduciary Rule: Big Flaws; Annuities Will Suffer
The fiduciary standard rule’s overriding emphasis on fees is deeply flawed, says the academic. His short-term prognosis for the annuity industry? Poor.
Betterment Study Urges Strong Oversight of Advisors Working With 401(k) Plans
The study, conducted by Forrester Consulting, recommends that employers demand more information on 401(k) fees and investment decisions from advisors.
If Advisors Get Dementia, What Happens to Their Clients?
Advisors hopefully have a plan for clients who show signs of dementia, but what happens if advisors’ own decline prevents them from fulfilling their duties?