The Me Generation Becomes the Investing Generation
Boomers get no respect but should get renewed attention from advisors, since even in retirement their assets are growing.
Betterment Partners With Uber to Provide Driver Retirement Accounts
The offering will begin with drivers in a select number of cities and expand nationwide later this year.
Social Security Pulls Back on Requiring Two-Factor Authentication
Lawmakers and senior groups protested the security requirements; nearly a quarter of seniors don't have a cell phone.
6 Ways Advisors Can Protect Against 401(k) Lawsuits
MarketCounsel CEO Brian Hamburger talks about how advisors can limit liability as the lawsuits against 401(k) and 403(b) plans proliferate.
How to Target Affluent Clients Online
Mass-market and mass-affluent investors are similarly inclined to use digital investment tools, but have different desires about how and when to interact with wealth managers online.
Finding the Best Options for Lump Sum Pension Buyouts
How to help clients presented with lump sum windows from pensions decide whether to take the lump sum and how to invest it.
Mending the Gratitude Gap
You’re going to find this column more personal than usual, because the subject is one I’ve been thinking about more and more.
The Post-70 ½ Retirement Plan Contribution Rules
By the time many clients reach age 70 ½, they are ready to enjoy retirement and are well aware of the obligation to begin taking required minimum distributions (RMDs) from various retirement accounts.
Female Investors Don't Lack Confidence; They Just Have High Standards: Study
A recent survey by United Capital suggests that the common idea that women lack financial confidence is malarkey.
Does Banking Deserve Its Bronze Medal From the WSJ?
The Wall Street Journal’s take on the public’s feelings about Wall Street squanders a huge opportunity to address consumers' continuing distrust of the industry.