Retirement Plans Take Second Look at a Cheaper Alternative to Mutual Funds
Collective investment trusts, cheaper than mutual funds, are getting another look from plan sponsors thanks to changes that make them more user-friendly, PEI reports.
Top Portfolio Products: State Street and Elkhorn Add ETFs
This week's offerings also include a new asset allocation platform to help advisors comply with the DOL fiduciary rule.
10 Things Veterans Should Know About Retirement Benefits
Some veterans or their dependents may fail to realize exactly what benefits or retirement income they qualify for.
Fidelity Charitable’s Annual Giving Report Identifies Opportunities for Advisors
The growth of DAFs like Fidelity’s is sending a message to advisors who want to deepen their relationships with existing clients and attract new ones.
Global Retirement Preparedness Slowing, Study Shows
Investors in some areas have increased savings while others reported a decreasing sense of personal responsibility for saving, according to a report by Aegon.
Adding Value After the Death of a Client’s Spouse
The loss of spouse is one of the most painful events a person will ever endure; the advisor can play a key role in healing.
Pension Plan De-Risking Is On the Rise: Survey
Longer life expectancies and higher insurance premiums are driving pension costs sky-high.
Retirees Want to Stay in Their Homes but Shun Reverse Mortgages
Only 14% of respondents said they had considered using a reverse mortgage as part of their retirement plan, an American College study found.
17 Unexpected Expenses in Retirement
Help clients learn about these potentially unforeseen retirement costs, which can cause both major and minor financial fallout.
Do Heartbeat and Temperature Affect Financial Decision Making?
University of Georgia researchers are studying whether physiology, not just psychology, affects investor behavior.