Displaying 9 results
What separates men and women when it comes to household finances?
Survey finds that women report feeling the most knowledgeable when it comes to paying bills, maintaining good credit, and saving for emergencies.
The price of New York Life’s 401(k) lawsuit: $19M
The settlement is the latest among ERISA cases aimed at financial services companies.
Understanding the behavioral benefits of annuities
Financial professionals tend to emphasize the strong quantitative benefits annuities provide, yet it’s the emotional and behavioral benefits that often make them the ideal choice for consumers.
Draining the pool of confusion surrounding long-term care insurance
Throwing out life rafts: Advisors explain how they're addressing the knowledge gap and helping people face up to their own mortality.
Are you asking your partner firms these 5 questions?
Both clients and advisors are seeking assurance that solutions implemented today will remain effective and achievable in the future.
Should you tell your kids how much they’ll inherit?
The Great Wealth Transfer is underway, but advisors say open dialogue within families is crucial to success.
Anxious Americans raising cash, adjusting portfolios: New York Life
A new study shows 3 in 10 adults made changes to their investment portfolio in the past six months due to market volatility, with 37% of those investors increasing their cash allocations.
Decumulation in an evolving interest-rate environment
Current low interest rates add to the stress of establishing a retirement strategy because the 'cost' of generating retirement income from a portfolio of stocks and bonds is now higher.
Fidelity fends off suit over 401(k) access fees for fund managers
The plaintiffs maintained that Fidelity was a fiduciary to the plan in respect to the selection of investment options, but courts did not buy that argument. Separately, New York Life and USI Insurance face new 401(k) lawsuits.
