SEC Exam Chief Bowden to Exit
The OCIE head, Andrew Bowden, will return to the private sector.
IMCA to Offer Online Courses With MIT Sloan for CIMA Certification
Program joins business schools at Penn, Chicago and Carnegie Mellon in offering educational component for CIMA candidates.
ASPPA Names Keck President
Kyla Keck, a principal of SageView Retirement Plan Consultants and SageView Advisory Group in Knoxville, Tennessee, named ASPPA's new president at annual conference.
5 Reasons Consumers Flunk LTC Planning
Sloth, denial and tight budgets may not be the only villains.
IAA’s Barr to Replace Tittsworth as President, CEO
Karen Barr will become the IAA's new president and CEO, replacing David Tittsworth, who has led the association since 1996.
Boomer Mortgage Debt Could Dampen Economy
A growing number of homeowners are reaching retirement age still owing money on their houses, causing a squeeze on other spending.
Clients Want Ethical Advisors. Are You One?
Steven Blum, author of "Negotiating Your Investments," says advisors’ duty to clients goes beyond a fiduciary standard.
Kickstarter: The Rosie the Riveter of Investing?
Two recent studies report women have higher rates of success than men in funding their projects through crowdfunding sites like Kickstarter and Indiegogo.
SEC Names Flannery Chief Economist
The SEC said Monday that Mark Flannery will become the agency’s new chief economist and director of its Division of Economic and Risk Analysis.
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.