Cash Balance Plans, QLACs Gaining Thanks to New Treasury and IRS Regs
New rules are helping cash balance plans and QLACs become attractive retirement planning options.
5 Big Deals at the Paris Air Show
If you missed it, here are the five biggest headlines on deals made at the Paris Air Show.
How a Checklist Can Save Your Portfolio
In a complex investment world, make things simpler.
Canal Not the Only Growing Opportunity for Panama
There’s a lot going on in Panama these days, and the canal is just part of it—though a very large part indeed.
Top 20 Richest Colleges of 2014: The Biggest Endowments
Healthy investment returns allow schools to fund a larger portion of their budgets from endowments.
Should Mutual Funds Be Illegal?
There's a congealing regulatory view that index funds are Good and active management is Bad, Matt Levine writes.
Raymond James Grabs $1M Rep From Morgan Stanley in Miami
Meanwhile, Lebenthal Wealth adds a manager and a branch in Michigan.
The Fastest Growing Retirement Plan You Never Heard Of
Cash-balance plans now have one-quarter the assets of 401(k)s, grew 22% in 2012, and appeal to small-business owners like doctors and dentists.
Glenmede Small-Cap Equity: 2014 Small-, Mid- and SMID-Cap Equity SMA Manger of the Year
Glenmede’s Small-Cap Equity strategy was honored for consistency, discipline and "never wavering from core strategy."
3 Tips for Investing in Airline Industry
While the Ukraine crisis and emerging-market woes have buffeted the airline sector, investment manager Nick Cowley sees opportunities.