September 01, 2018

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Featured News

Consolidation of record keepers for 401(k) plans 'worrisome'

Some advisers fear a reduced pool to service small or complex plans will result.

Drawing down assets from a portfolio need not be tough

But asset managers and insurers are shortchanging viable solutions.

Are schools adequately preparing next-gen advisers?

Though degree programs for financial planning have made gains, professors, students and advisers suggest areas for improvement.

Few colleges offer a financial planning program

Greater visibility of profession is needed for universities to commit.

Retirement plans see rise in cyberattacks

Threats pose new risks for fiduciaries of employer-sponsored plans.

Ideal curriculum for financial planning students

Here's a mashup of university program directors' ideas for which courses would best prepare next-gen financial advisers.

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