Get Ready for Clients Who Keep Living
Four scenarios for longevity and financial advice.
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.
What Pro Sports Drafts Teach About Investing
Sports are not merely recreational but educational, according to Research Affiliates analysts, who derive some insights from the experience of baseball and soccer franchise owners.
5 Market Investing Tips for Rest of 2014
The strongest performing groups in the equity sector so far in 2014 could be promising in the coming months.
The Tech Revolution's Disruptions Begin
Keep an eye on tech-driven socioeconomic tensions.
Tightened Conflict Mineral Regulations Could Pinch Unwitting Investors
The island of Jersey has recently made headlines over alleged failures to take action against purveyors of “blood gold.”
Greek Recovery Spurred by Innovation and Entrepreneurship
Optimism grows as revival begins, if slowly.
Olsen Finds True Diversification in International Investing
Christopher Olsen follows the rules with international investing, even if it looks a bit scary.
Massachusetts Presses Providers on Lump-Sum 401(k) Contributions
William Galvin asked the 25 largest 401(k) providers if they have shifted to year-end lump-sum employer matching and to detail potential risks to employees.
Fraud Prevention, Robo-Advisors and Key Takeaways: 2014 T3 Advisor Tech Conference
At T3, the custodians discussed ID theft and wire fraud, "middleware" providers were in evidence and the rise of robo-advisors was acknowledged.