The Human Side of Financial Planning: George Kinder Talks About Dick Wagner
“I don’t think that life planning as we or I know it would exist if it weren’t for Dick,” according to George.
Nuveen Adds Real Estate Allocation to TDF Series: Portfolio Products
In other product news, VictoryShares launches Dividend Accelerator ETF.
U.S. Stocks Should ‘Terrify’ Janet Yellen: Billionaire Investor
Paul Tudor Jones says U.S. market cap to GDP ratio highest since '00; stocks could rise higher after French election.
Workers Maintain or Increase Income After Claiming Social Security: ICI
The median worker replaced 103% of spendable income after claiming Social Security, ICI economists found.
Raymond James to Buy $27B Asset Managers
Scout Investments and Reams will join Carillon Tower Advisers, which recently expanded its sales and distribution team.
The Biggest Concerns of Not-for-Profit Plan Sponsors: TIAA Report
TIAA suggests ways plan sponsors can prepare employees for successful retirement.
Ric Edelman Unveils Novel Social Security Supplement Plan
Edelman’s plan asks the government to set aside a small one-time sum in a trust fund for each child born in the U.S.
Why Individual Investors Support Fiduciary Rule: Financial Engines Survey
A survey from the nation's biggest 401(k) advisor found that 93% of Americans want advisors working on retirement accounts to put client interests first.
Dick Wagner and the Need to Understand Clients’ Attitudes About Money
One of Dick’s lifelong interests was the role and meaning that money has in people’s lives, Bob Clark says.
Even Fiduciary Champions Push DOL to Change Rule
Comments from fiduciary rule supporters, like the Investment Adviser Association and Vanguard, urged the Labor Department for revisions.