September 01, 2018

« Back to Issue Archive

Download Issue

Available to subscribers only


Download Issue

Available to subscribers only

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.