New Hire Roundup: Benartzi to Serve as Achaean Academic Advisor
This week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SEC’s Los Angeles regional office.
Schwab Partners With fi360, The Retirement Advisor University for Retirement Suite
Schwab Retirement Business Services announced on Wednesday that it has launched a suite of retirement tools to help advisors increase productivity and build skills in their 401(k) plans.
Benartzi on Retirement Income Challenge: ‘Airplanes Without Landing Gear’
Professor Shlomo Benartzi's new book laments inability to ‘land’ retirement plans with income streams.
fi360, TRAU Join in Fiduciary, Retirement Education Plan
Blaine Aikin, CEO of fi360, says advisors who complete the retirement modules through fi360 get credit toward the C(k)P, while TRAU students can work toward the AIF designation.
Top 20 Colleges in Fundraising: Who’s Best at Tapping Alumni?
U.S. colleges raised $30.3 billion in 2011, an increase of 8.2% over a year earlier, according to the annual Voluntary Support of Education survey by the Council for Aid to Education.
The Power of Words
WRITER DOROTHY PARKER cracked that the two most beautiful words in the English language were “check enclosed.” The three most beautiful words for winning financial advisory clients are “I get it!”
BlackRock’s Fink, PIMCO’s Gross Sound Off on Economy, Occupy Protests
Larry Fink of BlackRock and Bill Gross of PIMCO sat down on Thursday with Bloomberg Television's Erik Schatzker for a conversation at an alumni event hosted by UCLA Anderson School of Management. Both men are alums of the school, having graduated five years apart.
Benartzi Says 401(k) Success Hinges on Improving Access, Removing 3 Obstacles: CFDD 2011
It’s not enough to think about improving outcomes.
How a Freethinking Economist Saved Your Retirement Portfolio
Research by economist Richard Thaler, a professor at the University of Chicago, has “nudged” vast numbers of Americans to a higher savings rate.
Emotion, Intuition Key to Advisor Use of Behavioral Finance
Advisors are looking to apply the principles of behavioral finance, but coming up with options to implement is not that simple.