401(k) Strategies Even the Lazy Can Love: ASPPA Summit
Workplaces that make employees opt out of retirement plans instead of opting in have 90% participation rates.
Longevity, Your Clients, and You
When Ben Bernanke steps outside the realm of fiscal and monetary policy, it's sensible to take notice. On April 7 of this year, the Federal...
American College to Dodd: Rethink Fiduciary Provision in Financial Services Reform Bill
College suggests Dodd ask SEC to issue a report on impact of 'one-size-fits-all' standard
Saving and Spending in America
Arriving from New York to Los Angeles amidst turbulence on Wall Street, it is not surprising that the conversation with James P. Smith, a senior...
The Future of Fee-Based Accounts
A collision of regulatory events has given a boost to the industry's move toward a fee-based business model -- with some pundits predicting dramatic change...
Sweeping changes are whirling across the independent broker/dealer landscape in 2007, with major changes at, and coming from, the NASD, SEC, and potentially, Congress. Although...
The CFP Board's Giant Step Forward
On march 9, the CFP Board of Standards released the Second Exposure Draft of proposed revisions to its Standards of Professional Conduct. As I've been...