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Being smart about smart beta
Breakfast with Benjamin: Smart beta is here to stay, so you might as well try and figure out what the heck it is.
DOL head says fiduciary standard will happen
Secretary Perez has confidence his agency will complete work on the rule before Obama's term ends.
Could the ugly feud over Saints’ Tom Benson happen in your family?
Competency hearings and splits in the family are more common than you may realize.
SEC’s White sidesteps direction for fiduciary duty
SEC chairwoman says she will push the agency this year to make a decision on whether to raise investment advice standards for brokers but once again declined to provide a timeline.
Obama’s proposed budget lets unemployed workers drain their retirement savings
Breakfast with Benjamin: The president's 2016 budget lets workers tap into their 401(k)s penalty-free once unemployment runs out.
In rare move, Vanguard beefs up international exposure in target date funds
Fund giant also plans to launch lower-cost institutional series to expand its market reach.
Maxing out a 401(k) doesn’t mean you can’t keep saving for retirement
Breakfast with Benjamin: Having a maxed-out 401(k) is a good problem to have, but saving for retirement shouldn't end there.
Intra-family loans: Not your ordinary wealth transfer strategy
The formal agreements are another way to take advantage of low interest rates
Company stock fading in 401(k) plans
Knowledge about diversification, restrictions and concern about lawsuits drive decline.
Social Security: Not such a great deal after all
Payroll tax contributions exceed lifetime benefits for most workers.
No end in sight to increasing cost of long-term care insurance
The high price of elder care, longer life spans of retirees and persistently low interest rates are wreaking havoc in this corner of the insurance business.
Social Security’s negative returns
Payroll tax contributions exceed lifetime benefits for most workers. (Hear Mary Beth Franklin answer advisers' questions on Social Security today at 4 p.m.)
House approves bill easing 529 plan rules
Families may get to pay for computers again with these popular college savings accounts.
Obama backs off idea to cut 529 college savings plan
Issue becomes distraction from president's broader plan to expand and simplify tax breaks for education
What Obama’s attempt to tax 529 plans says about the safety of Roth IRA assets
Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.
Cash-heavy mutual funds take downside protection to the extreme
Breakfast with Benjamin: Some funds using cash for protection. Lots of it. Plus: Adviser charged with stealing $1.3M from widows and church friends, up from the ashes arises a new subprime giant, and Wall Street courts millennials.
Will European easing sideline a Fed rate hike?
Advisers and experts say 'the Fed really is hamstrung' by European Central Bankers' planned $50-billion-per-month quantitative easing program, meaning they can't raise or lower interest rates in this environment.
Fresh rate-hike rumors will be testing investor nerves this week
Breakfast with Benjamin: Investors' nerves tested by rate hike talk this week. Plus: Most of the world's major oil projects are doing just fine at current price levels, retirement savings in a nutshell, and the chokehold of consumer debt.
Why an offense-only strategy won’t succeed
Risk management is as important to long-term financial planning as the growth of investments
Demand for socially responsible investing options in 401(k)s on the rise
Money managers say more participants want to link retirement savings to values.
