Fewer Advisors Means More Automation: Celent
The impending retirements of aging advisors, combined with the increased appetite for advice among millennials, will make automated advice services a necessity, Celent predicts.
3 Reasons to Avoid an IRA Rollover
Ahead of DOL’s final fiduciary plan, advisors need to brush up on the technical aspects of rollovers, which are not always in clients' best interest.
Save the Pensions: No Sudden Moves, Please
Private employers can tell workers that the pension fund is closed and you won't accrue further benefits. Should governments be able to do this, too?
William Sharpe: The First Robo—The 2015 IA 35 for 35
Bill Sharpe’s Financial Engines might be called the first robo-advisor.
10 Worst States for Military Retirees: 2015
The average enlisted servicemember retires from military duty at 43, and many have trouble re-entering the work force.
10 Best States for Military Retirees: 2015
WalletHub ranks the best states for former servicemembers based on their economies, quality of life and health care.
George Kinder: Life Planning Is the Future—The 2015 IA 35 for 35
"It's really impossible to be a fiduciary without being a life planner," Kinder says.
Clients Want Personalized Service, Not Just Returns: Hartford Funds
Advisors need to create context for wealth and what it means for clients' retirement lifestyle, a survey found.
Exemptions Provide Key to Unlocking DOL Fiduciary Rules
Understanding the exemptions to the proposed DOL fiduciary rules can be as important to the advisor’s practice as the rules themselves.
5 Ways to Help Employees Boost Retirement Savings
Employers worry about pushing their employees too hard to save, but there are some ways they can help, Northern Trust says.