What DC Plan Sponsors Want: Education, and Some Personal Attention
Market Strategies International has released a survey explaining DC plan sponsors’ priorities when it comes to choosing a recordkeeper.
Billion-Dollar Pensions, Nonprofits Favor Equities — for Now
Nonprofits and pensions managing $1 billion or more in assets hold a substantial portion of their assets in equities, according to Market Strategies International.
Pre-Retirees Choosing to Work Longer
While the average retiree stopped working at 59, those yet to retire say they want to work until 68, Northwestern Mutual found.
Retirees Suffer as 401(k) Rollover Boom Enriches Brokers
A three-month Bloomberg investigation found that former employees at major companies say sales reps lured them into rolling their 401(k)s into unsuitable investments.
5 Things Senior Clients Wish Their Advisors Knew
More than 200 seniors responded to a survey by LifeHealthPro about their likes, needs, financial concerns, career outlook and asset base.
How to Beat the Retirement ‘Crisis’
Sean Ciemiewicz of Retirement Benefits Group says many investors overestimate how much they need to save for retirement.
More Than 1,000 Advisors Attending Morningstar Conference; Gross, Asness Highlight Speakers
Also, Rick Ferri will dialogue with Chris Brightman of Research Affiliates—beehive of smart beta—on alternative indexing: desirable for honey or dangerous for its sting?
Health Care Warning: Retiring at 62 Could Cost You $50,000
A couple retiring at age 62 instead of 65 could face $50,000 in extra medical bills, Fidelity says.
Want to Boost Retirement Saving? Automate It
The trick to getting workers to save for retirement is to do it for them via automatic enrollment and escalation, according to Vanguard.
How Real Advisors Can Steal the Robo-Advisors’ Advantage
FlexScore, an in-depth financial scoring system, might help financial advisors get the robots to work for them.