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Technology can offer support to advisers with aging clients

October 27, 2016

Financial advisers increasingly worried about serving aging clients who may suffer from dementia or even Alzheimer's Disease can begin to look toward technology for some relief. New fintech efforts focus on arming financial advisers with tools...

Testing the limits of ETF tax efficiency

September 28, 2016

Investors in exchange-traded funds don't normally have to fret about tax bills, because tax efficiency is one of the main sales pitches right along with transparency, liquidity and lower fees. But thanks to recent adjustments in certain indexes...

Legislation supporting multiple employer plans could become reality by year-end

September 22, 2016

A policy mechanism that's somewhat of an industry darling when it comes to the notion of boosting retirement-plan coverage is now within reach, following the Senate Finance Committee's unanimous approval of retirement legislation on Wednesday....

Charles Schwab fires latest salvo in low-cost TDF war

August 25, 2016

Charles Schwab Corp. has upped the ante in the push to be the lowest-cost provider of target-date retirement funds, launching a new series of target-dated mutual funds on Thursday that edge out Vanguard Group and Fidelity Investments to claim...

ETF providers scramble to put Aug. 24 'flash crash' in rearview mirror

August 23, 2016

If there is an upside to the Aug. 24, 2015 “flash crash” that saw volatility spike and trigger nearly 1,300 individual trading halts, it is that the asset management industry and the exchanges are now scrambling to work with regulators to...

Fidelity, American Century and Jefferies offer upbeat outlooks for second half of 2016

August 9, 2016

Reading most financial firms' outlook for the second half of 2016, you'd get the impression that the stock market is on a one-way toboggan ride to a desolate wasteland of low returns and high volatility. But a few companies have managed to produce...

State Street Global Advisers to shutter 12 unloved ETFs

August 8, 2016

State Street Global Advisors is sending 12 of its exchange-traded funds to Palookaville, citing limited market demand. Most of the ETFs being liquidated are international with an out-of-favor BRIC (Brazil, Russia, India and China) flavor. For...

Neuberger Berman sued for excessive 401(k) fees

August 4, 2016

Neuberger Berman, an investment manager with $246 billion in assets under management, has been sued by a participant in the company's 401(k) plan for alleged self-dealing, whereby the firm offered a high-fee, poorly performing proprietary fund...

Franklin Templeton sued by employees for self-dealing in 401(k) plan

August 1, 2016

Franklin Resources Inc., the asset management firm operating under the name Franklin Templeton Investments, has been sued for self-dealing in its own 401(k), joining a growing list of similarly situated companies targeted by their employees...

Active ETFs produce few stars and even fewer fans

July 28, 2016

Actively managed exchange-traded funds continue to represent one of the unsolved mysteries of the asset management industry. It is an incarnation that is less than a decade old that includes some glowing success stories, a general reluctance...

New York Life sued by employees claiming excessive 401(k) fees

July 20, 2016

New York Life Insurance Co. is the newest member to the ever-growing list of asset managers and retirement plan providers being sued by their employees for fiduciary breach in the company 401(k) plan. Current participants in two New York Life...

Jeffrey Gundlach reaches for bond king crown as DoubleLine's active ETF closes in on Pimco

June 22, 2016

The ongoing battle for bragging rights between DoubleLine and Pimco is about to shift in favor of DoubleLine, as its actively managed bond ETF — with Jeffrey Gundlach at the helm — gets closer to eclipsing Pimco's version of the strategy....

State Street execs expect retirement savings law by 2018

June 15, 2016

Retirement and policy executives at asset management firm State Street Global Advisors expect Congress to pass comprehensive legislation overhauling the U.S. retirement savings system by the end of 2018. The firm's expectation is that it will...

Avoid the TIPS rally. It's merely an inflation head-fake

May 16, 2016

Once upon a time, back when the Federal Reserve was still primarily dedicated to being an apolitical body strictly focused on monetary policy, there was a thing known as inflation, which was often preceded by the threat of inflation. Nowadays,...

Investors pile into gold funds, ETFs

March 4, 2016

The gold rally is real and gaining momentum. The precious metal is already up nearly 17% from the start of the year, and some analysts are now suggesting the case for gold is getting even stronger. A relatively-weaker dollar, a less hawkish...

Broaden the message to employees

February 28, 2016

Now is a good time for advisers to encourage plan sponsors to broaden the conversation with participants from a narrow focus on retirement to a more holistic view on financial wellness. By shifting the conversation, you can help plan sponsors...

Advice for building retirement plans based on the number of years until retirement

February 14, 2016

Plan participants looking ahead to their lives in retirement can take a cue from recent retirees. It's not surprising that baby boomers are free spirits — the sentiments this generation held about life when they were in their teens and 20s...

How are retirement plan participants reacting to market volatility?

February 3, 2016

Fredrik Axsater of State Street Global Advisors explains why retirement savers' reactions to the recent volatility have been muted, and describes some effective communication methods for plan advisers.

Rough week doesn't derail the outlook for ETFs

December 18, 2015

Nagging market disruptions in the form of an historic Fed rate hike, plunging commodity prices, and the sudden collapse of the Third Avenue junk bond fund might require some portfolio rejiggering, but not enough to derail the positive momentum...

Not a born salesperson? Don't worry, prospecting can be taught

December 15, 2015

Prospecting new clients is always a priority for financial advisory firms with aggressive growth goals, and those that are training individuals to develop this important skill even before they become lead advisers are finding the most success....

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