Advisers who made calls during the COVID-19 crisis have more satisfied clients than those who sent form emails
There will be long-term financial fallout for some workers, and plan sponsors and advisers should be talking with them
Plaintiffs in the class-action case alleged the school's retirement plans had high fees and poorly performing, restrictive investment options
An adviser who recently left Fidelity allegedly used client data from his former job to contact prospects
Many comment letters voiced opposition to the rule, stating that the proposed restrictions within 401(k)s would hurt investors and could lead to more lawsuits
Interest rates are down, and many schools are reducing tuition, but college will look very different this fall
Consumers are reporting more problems with credit reports and money-transfer services
Reich led several massive acquisitions at Hub International.
Nearly all types of annuities fell by double digits due to low interest rates and fallout from COVID-19
A column this week by former AQR managing director Aaron Brown questioned the benefits of 401(k)s
