Magazine Articles

Giving Is Contagious

Celebrating the good works of advisers who give back to their communities in personal ways.

Legislative and Judicial Actions

GAO is asked to review TDFs; complementary ‘SECURE 2.0’ legislation is introduced; 2022 HSA contribution limits are inflation-adjusted; and more

On the Move

Transactions, promotions and new hires in the financial advisory industry.

Benefits for an Uncommon Group

The adviser industry must evolve to effectively serve the gig workforce—a growing segment of employees who need help with financial planning and with saving for retirement.

An Age-Old Problem

Advisers often disregard life expectancy when designing financial plans.

Hidden Positives

A 3(38) fiduciary can benefit retirement plans in more ways than the obvious.

Talking Points

To Set It and Forget It Can Affect ReturnsManagers of target-date funds are favoring their own fund ­families at the expense of performance when investors have a set-it-and-forget-it mentality....


Many clients and plan participants have suffered during the pandemic—now the industry needs to think about how to help.