Magazine Articles

Articles that appeared in the Trendspotting section of the magazine

Advisers move away from specialization

Disclosure not the only issue with 401(k) fees

One potential reason why some elderly run down their assets slowly is uncertainty over their life spans, suggests an analysis by the National Bureau of Economic Research (NBER).

Private-sector defined contribution (DC) will grow at an annual rate of 5.9% from 2008 to 2013, though that is a lower rate compared with previous projections based on...

Pension fund sues UBS

Census data show strengthening DB to DC trends

A recent paper suggests the economic times people live through have a significant impact on how they invest.

Cerulli report says fee-based compensation increases, but revenues are down

Employer accounts pumping up IRAs

Advisers still headed for more fee transparency

Need for help in retirement income planning grows

Articles that appeared in the Trendspotting section of the magazine

Less than 12% of affluent investors responding are loyal to their advisers, according to a survey from Janus Labs, in partnership with private wealth industry expert Russ Alan...

Court rules Smith Barney fund fees not too expensive

Sixty-nine percent of defined contribution (DC) plan sponsors use an investment management consultant, according to a survey from the Brookfield, Wisconsin-based International Foundation of Employee Benefit Plans (IFEBP).

Brokers aren’t boosting returns, study says

Fund fees expected to drop, study says

Advisers like independence- just not too much

Almost one year to the day after Internal Revenue Service (IRS) officials first proposed a series of procedures for correcting income inclusion issues with additional taxes under Section...