Participants Happy With 401(k) Choices
A survey released in February by TIAA-CREF found that most retirement plan participants are happy with their investment choices, even if they aren’t familiar with all of them.
A Fiduciary Standard May Leave Some Investors Out of Luck
The fiduciary standard may bring a higher level of service to some investors, but it may also inadvertently leave many out in the cold.
Lou Harvey: Obama Just Blew Up Your Business Model; Here’s What to Do
If you’re an advisor focused on retirement, the Obama administration has just blown up your own retirement plan. Dalbar's CEO offers a survival plan.
Average Retirement Age Leveling Off
Cultural and structural changes that converged to reverse a century-long decline in labor force participation may have petered out, the Center for Retirement Research says.
Edge 401(k) Funds Offers Personal Money Coach to Participants
A new 401(k) offering combines managed funds with personal guidance from a "money coach."
Your Tax Planning Role When Clients Move to Another State
You may not be a CPA or tax expert, but you can play a key role in your clients' tax planning when they're planning to move for retirement.
Financial Literacy Falling Among Military Families
A report released in February found that the general population scored higher on a financial literacy test than military households.
Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—Slideshow
While advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.
Dirty Drugs: The Next Frontier in Health Care
Sean Brady, associate professor in the Laboratory of Genetically Encoded Small Molecules at Rockefeller University in New York, has a simple request: He's asking people to go out into their backyards, collect a bit of dirt, put it in a Ziploc bag and send it to his lab.
While Waiting for SS Benefits, Whither Retirement Income?
William Meyer of Social Security Solutions said that for advisors who focus on finding the optimal Social Security benefits claiming strategy for clients, the next challenge is to coordinate such benefits with a client's retirement income withdrawal strategy.