Pension De-Risking Now Has IMF’s Attention
The trend of de-risking corporate pension plans calls into question the viability of the insurance companies that assume the obligations, an IMF report says.
Affluent Investors Prefer Human Advisors—With a Catch: Wells Fargo Survey
Advisors "need to look for ways to have technology complement and augment their relationships with clients," says Joseph Nadreu of Wells Fargo.
Post-Merger Tech Integration Doesn’t Have to Be Painful
Technology should not make or break a potential merger, but integration, compliance and liability issues should certainly be part of the discussions.
Driverless Cars Not an Answer to High Insurance Rates
Ah, the self-driving car—no more worries about finding a designated driver or falling asleep at the wheel.
The Retirement Risk That the Models Miss
Consider the implications of “sequence of consumption” risk
Now You Can Get Married, Gay or Not. Here’s What You Gain — and Lose
Now that same-sex marriage is legal nationwide, gay couples, and anybody else thinking about marrying, also bear some often-overlooked costs and responsibilities.
Finance Has Caught On to Behavioral Economics
The next time some macroeconomist tells you that behavioral economics is passé, tell them that behavioral finance is alive and well.
6 Results if Supreme Court Kills Obamacare Subsidies
The Supreme Court is expected to make a ruling on the King v. Burwell case any day now.
What Do Tougher FINRA Suitability Standards Mean for You?
FINRA's new rules have elevated the importance of risk profiling and risk tolerance, which are often lost in the shuffle.
How to Dodge the New Medicare Surcharge Bullet
The new Medicare “Doc Fix” law will subject more retired clients to the highest Medicare premium rates, but planning techniques can minimize the impact.