Has Fiduciary Rule Sparked Price War Among ETF Providers?
The moves by BlackRock and Schwab to slash fees on index ETFs “could be the beginning of a price war,” says Morningstar’s Ellenbogen.
Social Security COLA for 2017: Expect Tiny Increase, if Any
What can retirees expect for a benefits increase for Social Security in 2017? Not much, experts say.
5 Trends in How Advisors Work With Retirement Income Clients
A Practical Perspectives survey finds that retirement income relationships represent more than half of all assets managed for most advisors.
5 Major Signs of Risk in 401(k) Plans
Advisors can track 401(k) plans by watching 19 “red flags” gleaned from Form 5500 filings by Judy Diamond Associates.
Annuities in 401(k) Plans Could Benefit From GAO Report
A Government Accountability Office recommendation may allay plan sponsors’ fears of liability if they offer annuities in 401(k)s.
DC Investment Association Proposes Standards for Auto Features
Noting that competing definitions of auto features act as a barrier to their adoption in DC retirement plans, the DCIIA is proposing a standardized lexicon.
Top Portfolio Products: Actively Managed ETFs From TrimTabs, AdvisorShares, ProShares
The new ETFs target stocks with strong cash flow and high dividends, Korean equities, oil futures and a socially responsible money market equivalent.
5 Big Changes Advisors Should Make by Fiduciary Rule Deadline: AssetMark
As the April 10 deadline approaches, advisors should be taking these key actions to update their practices.
Building Trust Key to Overcoming Client Roadblocks
Trust is still an issue in the financial services industry, Zahira Lehri of SunTrust said at the IRI Vision annual conference.
Community Property: When Federal-State IRA Rules Collide
Sorting out the state community property rules and IRS rules on beneficiary designations in retirement accounts.