U.S. Pensions Pulling Back on Alts as Rest of World Piles In: Survey
The view on alternative investments is one of several areas where U.S. institutional investors diverge from those abroad, a study found.
Investing Implications of Inversions
Should your clients be investing in companies that have recently undergone a corporate inversion?
IRS Boosts Retirement Plan Contributions for 2015
The IRS announced cost-of-living contribution increases for pension and other retirement plans for 2015.
TD Ameritrade Goes Its Own Way on Robo-Advisors, With a Twist
Custodian offers resources for RIAs to build or choose a robo-provider, but Tom Nally urges advisors to consider matching services with fees.
Don’t Let Clients Take Their Passwords to the Grave
Digital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.
Former PIMCO Parent Pacific Life Moves Accounts to Janus
Pacific Life is moving some money to Bill Gross’ new firm, Janus, which said the decision pre-dated Gross’ exit.
Top 25 U.S. Charities: 2014
The Chronicle of Philanthropy ranks the top charities by private donations, with four of the top 10 DAFs, including those of Fidelity, Schwab and Vanguard.
The Critical Importance of Asset Coordination in Retirement Planning
Failing to account for Social Security in the retirement portfolio is a major fiduciary fail, putting the client’s retirement and the advisor’s business at risk.
Building the Modern-Day Stretch IRA: Proceed With Caution
The Supreme Court’s recent finding on non-spousal inherited IRAs has generated renewed interest in how to structure the IRA as a wealth transfer vehicle.
After DOMA, Financial Planning Still a Challenge for Same-Sex Couples
More and more states have struck down gay marriage bans, but uniformity in benefits is still a long way off.