More Volatility, More Problems: Solving the Dilemma of Long-Term Investing
Creating multi-decade investing plans is an exercise in asset allocation, investor psychology and expectations management.
House GOP Makes Last-Ditch Effort to Stall DOL Fiduciary Rule
Rep. Jeb Hensarling said he would advance Rep. Ann Wagner's Retail Investor Protection Act to “stop” the Department of Labor's “misguided” fiduciary rule.
Bill Halting DOL Fiduciary Rule to Move Ahead
House Financial Services Chairman Jeb Hensarling says he'll advance Rep. Ann Wagner's Retail Investor Protection Act as it "will stop" the DOL's "misguided" fiduciary rule.
4 Strategies for 401(k)s in a Volatile Market: BlackRock
BlackRock has some tips for 401(k) savers to avoid overreacting, and possibly damaging their retirement savings, in a market crisis.
Ken Fisher’s 401(k) Unit Says DOL Fiduciary Plan Limits Investment Advice
Small plans could be hurt; DOL must also “make clear” some marketing activities are not fiduciary activity, Fisher unit said in comment letter.
Investors Taking IRA Contributions to the Max: ICI Report
ICI finds that nearly half of traditional IRA owners are taking advantage of increased limits on traditional IRA contributions.
Millennials: Ignore Them at Your Peril
Figuring out how to serve the now-largest of the generations is worth it, several advisors said in a recent discussion.
Military Retirement Overhaul Calls for DC, DB Blend
Lawmakers are debating major reforms to the military retirement system, proposing a new system that combines the current defined benefit plan with elements of a 401(k).
SEC Said to Propose That Mutual Funds Disclose Risk of Rate Rise
The SEC is set to propose a requirement that mutual-fund companies report how vulnerable their bond portfolios are to interest-rate changes, two people familiar with the matter said.
SEC: CCO Should Have Active Role in Cybersecurity
While a cyberattack is not a matter of "if" but "when," catastrophic attacks are unlikely, security expert Ronald Rowe said in an ICI panel discussion.