NextCapital Launches 'Digital Advisor' for 401(k)s
NextCapital Group has launched a digital platform that will help advisors bring managed accounts to 401(k) participants.
Which Advisors Have Loyal Clients — and Why?
Client loyalty is a key to advisors’ success. Here's how to keep it afloat.
TDFs Lead Investment for Small-Plan Retirement Savers
Target-date funds are the overwhelming favorite among participants in professionally managed investments, a report released Tuesday by Vanguard found.
Want to Boost Retirement Saving? Automate It
The trick to getting workers to save for retirement is to do it for them via automatic enrollment and escalation, according to Vanguard.
New Hire Roundup: Convergent Wealth Advisors Welcomes Curran
Also, SEC named two to its Office of Municipal Securities, and Pensionmark Retirement Group welcomed Erik Swenson's firm as a partner.
Top Rated Fund Families: A Morningstar Report Card
Morningstar gives letter grades, from A to C, to the biggest fund groups, considering stewardship, manager tenure and performance.
Schwab Rolls Out All-ETF 401(k) Plan
The news comes one week after TD Ameritrade launches program to help its RIAs expand into the retirement plan business.
Retirement Tools to Motivate Phone Junkies and Competitors
The Principal now lets workers sign up for 401(k)s via text message; Putnam channels investors' urge to keep up with the Joneses.
7 Big Economic Predictions for Next 10 Years: Vanguard
Vanguard makes predictions for the global economy, inflation, monetary policy, interest rates, the bond market, the global equity market and asset allocation strategies.
Top 10 Fund Families Recommended by Advisors: 2013
In a Phoenix Marketing survey, RIAs, IBDs and other groups of advisors rank the top fund families they are most likely to recommend to clients.