Will Student Debt Crush Recent Grads’ Retirement?
“Student loans definitely have a meaningful adverse effect on retirement security,” a Center for Retirement Research report finds.
Senator Enters Race to Kill DOL Fiduciary Rule
Sen. Roy Blunt's bill is companion legislation to Rep. Ann Wagner's bill, the Retail Investor Protection Act, which passed the House in October.
Fiduciary Rule Can Create Opportunity for Retirement Advisors
It’s an “exciting time to be an ERISA attorney,” Pam O’Rourke told attendees at the TD Ameritrade National LINC conference.
How to Boost IRA Rollovers as DOL Fiduciary Rule Looms and Competition Grows
If advisors want to attract more rollover assets, they need to offer “more than just money management and asset allocation models,” says Janus' Matt Sommer.
Common Investment Goals
Here are some common goals that investors have.
Surprise! Investors Often Don’t Know What Their Goals Are
Behavioral science can explain why it's surprisingly difficult for clients to accurately tell you their goals, but it can also provide ways to help.
Michael Finke Named Dean of The American College
Michael Finke of Texas Tech will soon be the dean of the the program that provides education for CFP, ChFC and other advisor designations.
Target Date Funds Boost Retirement Planners’ Confidence: Poll
TDF users feel more confident than non-users that they will reach their retirement goals, according to a Voya survey.
Bills to Replace DOL Fiduciary Rule Pass House Panel
Both bills "codify loopholes … that make it all too easy" for advisors to avoid their best interest obligations, says consumer advocate Barbara Roper.
Want a Flexible Retirement? Here’s How 10 Countries Stack Up
One way to ease the burden on social security systems: Let employees transition gradually out of the work force.