Pensions, Endowments Reap Best Quarterly Returns Since 2014
Larger funds posted a 3.7% median gain, Wilshire says; global equities boosted performance in first quarter.
BofA Wealth Profits Jump 10%: Q3 Earnings
The unit is set to have a new leader in 2017, when it will no longer offer commission-based retirement accounts.
Investors Want Help, but Fear Being ‘Ripped Off’ by Advisors: Survey
Latest Hearts & Wallets poll finds many investors wanting to save more but mistrusting financial professionals.
Social Security COLA Could Be Zero in 2017, Senior Group Fears
Social Security recipients have lost 23% of their buying power since 2000, the Senior Citizens League says.
Cetera Expands Retirement Platforms
The group of IBDs aims to get the new systems and executives in place just in time for the new DOL fiduciary standard.
401(k) Plan Re-enrollment Lowers Investor Costs: Vanguard Case Study
What happens when plan sponsors move employees to target-date funds? Vanguard tracked a $1.2 billion plan that conducted a re-enrollment to find out.
How to Protect Clients’ 401(k)s in Messy Markets
You can navigate the current stock selloff to expand your household AUM to include 401(k) plan assets within self-directed brokerage windows, Ric Lager says.
Michael Finke Named Dean of The American College
Michael Finke of Texas Tech will soon be the dean of the the program that provides education for CFP, ChFC and other advisor designations.
Choose Your Strategy for Wealth Preservation
Advisors are employing tools ranging from alternative investments to long-term care policies to meet the imperative of preserving client assets.
What Annuities Can (and Can’t) Do for Retirees
With proper handling and expectations, annuities are powerful retirement income tools, Michael Finke writes.