Washington Watchers See Big Retirement Push in 2015
Retirement planning officials should prepare next year for the release of DOL’s fiduciary plan, the official launch of Obama’s MyRA and more.
Interest in sustainable investing and socially responsible investing continues to grow, experts say. According to the Forum for Sustainable and Responsible Investment, 720 funds classified with an environmental, social and governance (or ESG) focus held $1 trillion of assets at year-end 2012
20 Best & Worst Tax States
Conservatives and liberals generally agree on what a “fair” state and local tax system looks like, but no state actually has such a system.
Frustrated States Push to Fill Small-Business Retirement Gap
Seventeen states are at some stage of legislating state-administered plans that hope to deliver retirement plan access to small employers.
Top 15 Most Expensive States for Long-Term Care: 2014
A range of LTC services spanning 14,800 LTC providers was used for Genworth’s annual study to rank these costly states.
Knut Rostad, Fiduciary’s Long-Term Leader: The 2014 IA 25 Profile
If you want to know about the fiduciary standard, Knut Rostad’s your guy.
Physician Assistance: How to Advise Doctor Clients
Most advisors prefer to work with higher-net-worth people, and for many advisors, medical doctors and dentists constitute a key client group.
New Hire Roundup: Charlson to Head Morningstar Alternative Funds Research
Meanwhile, the American Benefits Council names new board members and officers, and CFPB adds experts to senior posts.
Northern States at Top, Southern States Bottom, in Income Security
The number of Americans living paycheck to paycheck reaches farther up the income scale than stereotypes might suggest.
SEC, FINRA Enforcement: Firm Slapped for Ignoring Red Flags
In other enforcement news, four accountants were booted for faulty audits, and three brokers were found guilty of churning.