Advisers are increasingly focused on Social Security marketing, technology that can deliver investment personalization, and cybersecurity.
Some capital markets experts say the ‘transitory message’ on inflation from the U.S. Federal Reserve is beginning to overstay its welcome.
Morningstar says there are several factors besides lower income that could contribute to the lower savings relative to other demographic groups.
INSIDE THE MAGAZINE PLANADVISER September/October 2021
Arguments in the new case closely resemble previous lawsuits filed against other firms citing the ERISA fiduciary duties of prudence and of monitoring fiduciaries.
Fidelity reports it has seen unprecedented growth in women opening new retail investing accounts, plus a record-high average of 9.2% contributions to DC retirement plans.
A judge determined the firm didn’t breach its ERISA fiduciary duties when it encouraged Lowe’s to move more than a billion dollars in plan assets to one of Aon’s own investment funds.
The objective of the new pooled employer plan will be to create as close to a complete environmental, social and governance investment lineup as possible.
Agency leaders say the principal idea of the new proposal is that climate change and other ESG factors can be financially material and, when they are, considering them will inevitably lead to better long-term risk-adjusted returns.
A new lawsuit suggests the individual advisory program TIAA clients were rolled into was significantly more expensive and generated hundreds of millions of dollars in fees for TIAA—without providing commensurate performance benefits.
The important federal benefit increases when the cost of living rises, as measured by the Department of Labor’s Consumer Price Index for Urban Wage Earners and Clerical Workers, or the ‘CPI-W.’
Individual and institutional investors were feeling better about market risks before getting a Delta-driven reality check.
Employees surveyed say these benefits contribute a lot to their feeling of financial security, but 83% are at least somewhat interested in help with accumulating emergency savings.
A new survey shows experience clearly counts when it comes to how comfortable advisers are selling annuity products in an evolving regulatory and economic landscape.