Fewer Millennials Thinking About Finances: Navy Federal Credit Union
The credit union surveyed military and civilian millennials and found both groups may be less financially sound than they think.
Saturna Capital Launches Clean Shares for Two Funds: Portfolio Products
Also, Carlson Capital Management adds a low-cost DFA Minnesota muni bond fund to its portfolio lineup.
2 Key Times to Invest in Actively Managed Funds
When should advisors consider investing their client monies in actively managed funds rather than cheaper passive index funds or ETFs?
Understanding Deferred Variable Annuities’ Two Phases
Proper handling of the two phases — accumulation and distribution — is essential for maximizing a deferred VAs impact.
What to Do When Clients Lie
"Working With Difficult People" author Raphael Lapin talks to ThinkAdvisor about how advisors can handle dishonesty from clients, co-workers and bosses.
Taxpayers Prefer Roth Retirement Plans: Study
They might not adequately understand the fallout from their decision, but taxpayers generally prefer back-loaded retirement plans to front-loaded ones, CRR reports.
529 College Plans and Taxes: The Basics and Then Some
Find out how to decipher the basic IRS rules, though for IRS that means complicated, for 529 college savings plans.
NY Fed President Sees Moderate Growth and Higher Inflation Ahead
William Dudley said inflation is moving toward the Fed's 2% target and modest wage growth is likely due to sluggish productivity growth.
Dalbar Puts a Sellers’ Exemption to Fiduciary Rule on DOL’s Desk
In a comment letter, Dalbar proposes something many fiduciary proponents say the SEC should have been doing all along.
IRA Rollover Traps Lurk Under DOL Fiduciary Rule
Advisors must proceed with caution when discussing a client’s existing retirement assets to comply with the rule or avoid its application entirely.