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RIAs weigh pros and cons of offering trust services
With demand limited, most advisers outsource it to lawyers and accountants, but some see value in adding it to their menu of services.
Most plan sponsors like their advisers, but 38% want to switch, says Fidelity
Survey finds top concerns are reducing plan expenses and managing fiduciary responsibilities.
DOL fiduciary rule: The 5 biggest things to watch for if BICE’s class-action provision is killed
The Trump administration is signaling its intent to remove the fiduciary rule's provision regarding class-action litigation. Here's what broker-dealers and RIAs need to know.
Investment consultants have poor record recommending funds
On average, their choices tended to return about 1.12 percentage points less than the ones they didn't recommend, according to a new study.
This age group controls the most wealth in the U.S.
The wealthy have probably always been older than the general population.
What your credit score reveals about your love life
The higher the credit score, the likelier you are to form a romantic relationship.
Retiree health care costs up 6%, new study finds
A newly retired couple would need $275,000 for medical care throughout retirement, according to Fidelity.
Why most of your richest clients are also the oldest
One explanation is that they're staying much healthier than other Americans.
How to (and not to) work effectively with teachers as 403(b) clients
Low plan participation, the need for good advice and strong job security among teachers present a big opportunity for advisers.
Despite misleading ads, annuities can be critical for lifetime income planning
Advisers need to provide investors with clear, useful information on annuities in order to dispel inaccurate perceptions.
Expense ratios for defined-contribution plans stall out at a new low
For years, fees on investments in workplace retirement savings plans have been falling. Now, at least for the…
Harnessing behavioral economics to reinvent employee education
Teaching 401(k) plan participants good decision-making does work, but only with a radically new approach.
Tibble v. Edison 401(k) fee-case decision offers 3 lessons
The landmark ruling in Tibble v. Edison offers lessons and insights into the duties of 401(k) plan fiduciaries. Read on to find out more
Social Security underpaid some survivor benefits
New report says staff errors resulted in lower payments to widows and widowers.
401(k) advisers value active management in some categories, despite indexing craze
Fixed income and emerging markets are areas where active funds make sense, some experts say.
Being a millionaire in retirement isn’t what it used to be
GOBankingRates report measures how long a million dollars would last for retirees, state by state.
Surprising Social Security rules on divorce
Nuances of the 10-years-of-marriage rule and protections from vengeful spouses.
The DOL fiduciary rule practically necessitates account aggregation
The more comprehensive the view of client finances, the more prudent the advice.
Plaintiffs win in Tibble vs. Edison 401(k) fee case
After a decade of activity around the lawsuit, including a hearing before the U.S. Supreme Court, judge rules a prudent fiduciary would have invested in institutional shares.
Fired UBS adviser revives Palm Beach scandal
Craig Price claims he was fired for speaking up about the abuse of a trust fund.
