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.
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.
6 Words, Phrases to Avoid in Client Communications
Gary DeMoss, a director at Invesco Consulting, shares research on which words and phrases get a better response from clients.
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.
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.
House Panel Sets Wednesday Markup on Bill to Halt DOL Fiduciary Rule
The Retail lnvestor Protection Act would force the DOL to wait for an SEC fiduciary rule.
CFP Board, FPA Advocates Agree on Likely Timetable for DOL Fiduciary Rule
Marilyn Mohrman-Gillis, Karen Nystrom think it likely DOL rule will be out this year, but SEC fiduciary rulemaking prospects still cloudy.