News
Rainmakers, Support Hogs and Other Adviser Types
In the digital world advisers do things differently, depending on their type.
Fiduciary Duty and the ESG Catch 22
More than anything, ESG investment advocates face an image problem.
GAO Identifies Reasons Most Plan Sponsors Use TDFs as QDIA
The fit with participant characteristics especially led to the decision to use TDFs as QDIAs.
Robo-Adviser Offers Integrated Recordkeeping and Advice Platform
Betterment founder and CEO Jon Stein tells PLANADVISER Betterment for Business is the only full-service platform providing recordkeeping and advice.
Investment Product Launches for the Week
This week’s new investment products and services include an absolute return fund from Goldman Sachs; a book about stable value investing from Stable Value Consultants; and the launch...
PBGC Issues Final Rules for Reportable Events
PBGC anticipates about 94% of plans and sponsors will be exempt from many reporting requirements.
Legislators Hear Arguments About Fiduciary Reform
Hearings before two House Financial Services subcommittees add more commentary to the debate about the DOL's proposed fiduciary rule.
Misconceptions Fog Fiduciary Rule’s Upside
The proposed fiduciary rule would protect investors with slender assets in rollovers, DOL says.
Changes Ahead for Wholesaler Teams
The latest research from global analytics firm Cerulli Associates finds that the advisory industry’s external wholesaler headcount will begin to decline through 2020.
Classrooms Today Are Digital, Connected
As kids return to school, expect higher use of personal tech devices—because teachers value their place in education.
Optimism and Pessimism Both Drive American Savers
Americans on the whole are pretty fickle when it comes to money issues and retirement planning, showing equal parts optimism and pessimism.
Jefferson National Teams with LifeYield to Create Adviser Tool
A new asset location tool can help advisers enhance after-tax outcomes for their clients.
Does Inheritance Taper Retirement Uncertainty?
The Center for Retirement Research at Boston College asks what part an inheritance plays in reducing retirement uncertainty.
Millennial Clients Can Be Picky Advice Shoppers
More than one in 10 Millennials seeking professional financial advice has fired an adviser during the last year.
The Challenges of Picking a QDIA
Clarifying regulations could help plan sponsors choose plan investments, the GAO says.
Final Rules for DB Minimum Required Contributions Issued
The guidance also contains final excise tax regulations applicable to both single-employer and multiemployer defined benefit plans.
Women in More Urgent Need of Savings Help than Men
An analysis found a 26% gap in the shortfall between men’s and women's retirement savings.