Time for Wall Street to Show Investors Their Trust Matters
Next week’s DOL hearings will provide firms with the public forum to demonstrate their support for a workable best interest standard.
9 Best States for Retirement Security: NIRS
States were scored based on retirement savings, costs for retirees and labor market conditions for older workers.
Funding a Cure for Childhood Diseases
In June, Children's National Health System and Benefunder, a hosted donor-advised fund, announced a partnership to increase funding for pediatric research.
Fiduciary Best Practices, Part Deux: Bigger, Better, Maybe More Client-Centered
Recent activities in Congress and at the SEC to curtail a fiduciary standard for brokers indicate, at least to this writer, that any meaningful advances in investor protections will be driven by independent fiduciary advisors.
The End of the 401(k)?
"Let's declare 2015 the year we officially recognize 401(k) plans as a failed experiment in retirement planning," Simply Money CEO Bachrach writes.
Dumping Difficult Clients — Gently
Here are some techniques for parting ways with problem clients before the relationship becomes acrimonious.
Why Do Wealthy Parents Have Wealthy Kids?
An NBER study discovers that wealthy parents have wealthy children, even when those kids are adopted.
Analysts Are Victims of Behavioral Biases, Too
Like anyone else, analysts behave in a manner inconsistent with the workings of a completely efficient market, says John Riddle of BRC Investment Management.
1 in 10 Advisors Have Never Heard of Robos: Survey
A survey from Jefferson National identifies some misperceptions the industry has about robo-advisors.
How Investors’ Decision Making Varies With Age and Wealth
Research firm Martini studied the online behavior of three segments of the affluent market.