Perez Shrugs Off DOL Fiduciary Rule Lawsuits, Vows Continued Outreach to Industry
“Some folks in the industry want a Best Interest Rule as long as it’s not enforceable,” the Labor secretary said.
Financial Literacy Key Part of Retirement Preparedness
Advisors are familiar with the “nudge economics” features in defined contribution plans that encourage participation and help investors overcome inertia and procrastination.
7 Ways to Boost Pension Systems: EY
Among the recommendations: appointing a "chief simplicity officer" for pension plans to make them more understandable to consumers.
NFL's 49ers Strike Deal With Robo-Advisor Wealthfront
Team will pick up advisory fees on first $100,000 invested by front-office employees and former players, to whom Wealthfront will provide financial education.
Tibergien, Shea: How Advisors Can Rebuild Industry Image
The Pershing and BNY executives at INSITE outline steps advisors should take to boost business and financial literacy.
Top 10 Smartest States for Financial Literacy
WalletHub ranked these smart states based on two categories: knowledge and education; and planning and daily habits.
Want to Add 130 Bps to Your Clients’ 401(k) Returns? Educate Them
NBER study by Olivia Mitchell and others finds professional advice is no substitute for financial knowledge when it comes to workers' DC plan returns.
Teaching Kids the Five Tenets of Financial Responsibility
Former media commentator and stand-up comedian Sabrina Lamb is on a mission to make sure kids get the financial smarts they need.
Olivia Mitchell: Helping Women Improve Their Financial Literacy—Top Women Extended Profile
Wharton professor, researcher and mentor tells AdvisorOne that her focus is on the next generation.