What's Next for ETFs and the 401(k) Business?
Blackrock's iShares will close 9 target-date funds and 9 other ETFs geared for the retirement market.
How Financial Planning Improves Investors’ Bottom Lines
My financial planning "software" stress-tests a client’s portfolio by calculating their federal and state tax burden for years to come.
Reversionary Annuities Gain Traction Among Insurance Carriers
This life insurance alternative may provide a more affordable option than a traditional annuity, since the premium is paid over time.
3 Sentences That Explain Investing
While the market is still moving along swimmingly, here are three sentences to help ground advisors in reality.
NAPFA Bans Stakes in Commission-Based Firms
The association will no longer allow members to hold a 2% ownership interest in a financial services firm that receives transaction-based compensation.
Want to Add 130 Bps to Your Clients’ 401(k) Returns? Educate Them
A National Bureau of Economic Research working paper has found that investors who are the most “financially knowledgeable” earn 130 basis points more in risk-adjusted annual returns in their DC retirement plans than “their less sophisticated” peers.
Tibergien Shares Push at INSITE
Mark Tibergien says there's a fairly straightforward way for financial advisors to both improve their business and that of the broader industry, while getting more Americans to improve their financial health: Boost financial literacy.
Fee Transparency: Why Advisors Should Tread Carefully
First, if SIFMA wants it, beware. Second, any regs will only focus on how much clients pay “advisors,” not what they’re paying for brokerage services.
8 Fastest Growing Financial Services Jobs: 2014
ThinkAdvisor parses BLS data to find out where the hiring is likely to be through 2022 — with good news for financial advisors.
Sallie Krawcheck Proves Everything's an Index Fund Now
Index fund creep? Sallie Krawcheck changes 85 Broads' name to Ellevate and partners with Pax World to launch the Pax Ellevate Global Women's Index Fund.