Hybrid strategy between active management and index funds needs to perform and be cheap.
We need to be candid about the realities facing today's pre-retirees.
Many economists believe a recession is still a possibility, which has been stoked by the breakdown in traditionally reliable indicators.
Plus: Here comes the bear market for bonds, Vanguard leads the way in net inflows this year, and Obamacare continues to crumble
Plus: T. Boone Pickens takes on President Obama's energy policy, how traders navigated the Fed, and starting your day off right
Longevity, rising costs make preparing a solid health-care budget next to impossible. <b>(Related read: <a href="//www.investmentnews.com/article/20160413/BLOG05/160419958/health-care-costs-squeeze-retirement-savings"" target=""_blank"" rel="noopener">Health-care costs squeeze retirement savings</a>)</b>
Most don't expect they could pass a hacking-preparedness test if the SEC came knocking, or even know all the compliance factors they are responsible for, according to a new Financial Planning Association study.
Make sure clients are accessing their accounts or otherwise taking steps that would deem their accounts active.
But high-income retirees might pay more, get less.
Yet another slowdown in growth comes as the industry faces increasing regulatory costs related to the <a href="http://www.investmentnews.com/section/fiduciary-focus" target="_blank">DOL fiduciary rule,</a> according to an annual benchmarking study by <i>InvestmentNews</i>.
Adapting to regulatory changes has been a struggle, meaning the nontraded REIT industry's worst fears have come true.
Plus: This presidential election scares everyone, big money investors are dumping stocks at an alarming rate, and stay awake without gulping more coffee
Embracing the reality of where the money is headed.
In some traditionally expensive housing markets, higher incomes were outflanked by rising housing costs.
Income growth rates of African Americans have outpaced those of non-Hispanic whites, and many could use a planner to help dispel unhealthy money beliefs.
The former Park Hill Group executive pleaded guilty to defrauding investors of more than $38 million.
As money managers face growing fee pressure from institutional customers, CEO Christine Hurtsellers is actively shifting her firm's focus to strategies that earn more.
The fintech start-up is creating an investment platform that uses a proprietary algorithm that considers women's earlier salary peaks and longer life spans.
