How Alicia Munnell Messed Up, and Then Saved, Her Retirement
The Boston College economist and prominent retirement researcher made some surprising financial mistakes. Here's how she recovered.
Pension De-risking Now Has IMF’s Attention
The trend of de-risking corporate pension plans calls into question the viability of the insurance companies that assume the obligations, an IMF report says.
Pros and Cons of the Longevity Annuity Contract
Many clients, and advisors, remain on the fence as to QLACs’ role in clients’ retirement plans.
5 Ways Advisors Can Win Affluent Millennials’ Affection: LinkedIn
A new study from LinkedIn examines what affluent millennials are looking for in a financial advisor.
10 Keys to a Robust Retirement System
There's no perfect retirement regime, but these objectives will help maximize savings for the most people.
U.S. Investors Prefer Active Management to Navigate Volatility: MFS
Nearly three-quarters of U.S. professional investors look to active managers for capital protection.
Sticker Shock: 71% of Parents Say College Is Too Costly
“College is absolutely necessary but at the same time unaffordable,” says Brian Schwartz, an HSBC financial advisor.
Affluent Investors Prefer Human Advisors—With a Catch: Wells Fargo Survey
Advisors "need to look for ways to have technology complement and augment their relationships with clients," says Joseph Nadreu of Wells Fargo.
Investors Taking IRA Contributions to the Max: ICI Report
ICI finds that nearly half of traditional IRA owners are taking advantage of increased limits on traditional IRA contributions.
IRS, Treasury Halt Buyouts of Retirees Getting a Pension
The Pension Rights Center applauds the move, calling the buyouts “among the most cynical and dangerous pension abuses we’ve seen.”