White House Is Not Fond of Hidden Retirement Fees
The Obama administration says "conflicted investment advice" costs Americans $17 billion a year. Let's look at their math.
4 Investing Strategies Bogle Gets Wrong: Ritholtz
Vanguard founder John Bogle is an investing legend, Barry Ritholtz writes, but some of his investment philosophies need updating.
Senate Committee Warming Up to Multiple Employer Retirement Plans for Small and Midsized Employers
In a move that many industry watchers said is long overdue, Congress is turning its attention to a number of issues related to retirement preparedness
Lots of Testimony, Much Dissent on Retirement Fixes
Senate Finance hears plenty of suggestions (including from John Bogle) for boosting savings, but also that the idea of a retirement crisis is overblown.
SEC User Fees Would Have Little Impact on Most Firms: Study
Vanguard, on the other hand, may have reason to call its lobbyists soon, according to an analysis by the compliance firm RIA in a Box.
New Hire Roundup: Morgan Stanley Names 3 Wealth Management Chiefs
Dynasty launches Concentus Wealth Advisors; Jeff Thomas joins Nasdaq Private Market.
The ‘Mirage of Success’ Shimmering in Your 401(k)
With venture-capital backing by Revolution and Morningstar, HelloWallet thinks it can improve our finances when our own best intentions and New Year’s resolutions have failed.
The Legacy of John Bogle, the Man in the Arena
Few advisors realize that Vanguard founder Jack Bogle is a lot more than just the “index” guy.
Envestnet’s Strategy Opens Window Into Future of Independent Advice
A discussion with Bill Crager and Stuart DePina of Envestnet shows where independent advisors are going and who their partners will be.
New Hire Roundup: Marvin Davis Goes to Edelman Financial Services
Also this week, Michele Buck was elected to the board at New York Life, and Lisa Parry Howard and Kathleen Parsons joined New York Private Trust Co.