Hedge Fund Exploits Changing Political Climate
Investor reactions to political developments create mispricings in the market, says David Coggins of Coral Gables Asset Management.
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.
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.
Rating the 401(k) of the Fund Rater
Employers that fill their retirement plans with active fund managers encourage the kind of bad investor choices that lead to underperformance.
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.
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.
Lessons Learned From a Repo-ed ATM Card
I’ll never forget the day the ATM on my college campus ate my card.
Chinese Explosions Could Shape Coverage Requirements and Cost
The August disaster in Tianjin, China, provides an object lesson on the issue of insurance.