Pershing Launches Retirement Plan Network for BDs, RIAs
Using NetX360 as its nexus, initiative will provide tools, resources and data to advisors serving DC retirement plans.
Census Data Understates Retirement Income of Wealthy
A Center for Retirement Research analysis shows significant understatements in retirement income reported in the Census Bureau’s Current Population Survey.
Stop Checking Your Retirement Portfolio So Often: Columbia Study
To improve returns, advisors should help retirement clients build an appropriate portfolio and then "encourage them to be inattentive," a Columbia professor says.
Top 10 States With Best Performing 401(k)s
Find out which states' 401(k) plans moved into the Top 10 and which fell out in 2014, according to Judy Diamond Associates.
The $500 Divorce: Kotlikoff’s New Service Offers Financial Balancing Act
Gadfly economist and Social Security expert Laurence Kotlikoff says service will enable divorcing couples to maximize their financial outcomes and limit financial feuding.
Illinois OKs Roth IRA-Style Retirement Plan
ASPPA applauds the law, which will require employers with 25 or more workers to offer private retirement plans or use the state program.
SIFMA Blasts Proposed Financial Transaction Tax
SIFMA is criticizing Rep. Chris Van Hollen’s just-released tax reform plan, which calls for a financial transaction tax.
8 Oddest Enforcement Cases of 2014
Office equipment trafficking, a broker who gave client money to charity and more offbeat cases from the SEC and other regulators.
15 Best Foreign Countries for Retirement: 2015
International Living's index ranks countries for those seeking a different type of retirement or one that is just more affordable.
8 Steps for a 2015 Portfolio Cleanup: Morningstar’s Benz
The mutual fund expert shares her latest tips for paring portfolios laden with too much "stuff."