October Rebound in Equity Fund Flows
Strategic Insight data shows long-term mutual funds and exchange-traded products secured significantly stronger inflows in October.
News
Retirement Realities Drive Social Security Decisions for Women
Lower account balances, longer life expectancy and not working with an adviser can wreak havoc on a woman’s Social Security benefit.
RIAs Primed for Growth in 2016
Schwab Advisor Services finds a majority of independent registered investment advisers are projecting healthy growth in the year ahead.
DC Participants Continued Move to Fixed Income in October
GIC/stable value funds led inflows during the month.
What Do the Social Security Changes Mean?
Date of birth is critical for understanding who is affected by the changes in a Social Security claiming strategy.
WMSI Enhances Cambridge Retirement Platform
Wealth Management Systems Inc. adds its capabilities to the Cambridge Investment Research retirement platform.
Investment Product and Service Launches for the Week
BPV Capital Management partners with AJO and SEI to launch large cap value CIT; Prudential Investment Management announces name change.
Gen Xers Skeptical About Social Security Stability
An RBC Wealth Management poll finds a majority of Americans don’t believe promised Social Security benefits will be there for them.
Insurers Are Prepping for Interest Rate Changes, Are You?
A Cerulli Associates survey finds anticipated change in the interest rate environment remains the top concern of U.S. insurance providers.
The Company Holiday Party Gets a Makeover
Maybe company fun shouldn’t be limited to once a year.
Novant Health Agrees to Settle Excessive Fee Suit
However, in a statement of non-opposition filed with the court, Novant said it disagrees with the claims.
Research Finds Retirement Planning Calculators Lacking
HealthView’s research indicates that current income replacement ratio-based calculators fail to suggest sufficient income for retirees to afford quality health care and maintain their planned standard of living...
Schwab Unveils RIA Recruiting Resource
A new publication from Schwab Advisor Services seeks to deliver actionable insights about recruiting and talent retention within RIA firms.
Most American Adults Fear Financial Advisers
Talking to an adviser and sharing personal information could be the newest financial phobia.
Underestimating Creates Need to Change Plans for Retirement
Establishing realistic expectations about life expectancy and the amount of money needed is key to a successful plan for retirement.
Retirement-Challenged Millennials Need Education
Millennials admit to a retirement-planning strategy of blind guesswork.
Americans Misjudge Savings Needed for Retirement
About two-thirds surveyed believe they will need less than $1 million in today’s dollars in order to retire, or aren’t sure how much they will need.
Another Challenge to the DOL Fiduciary Rule
Congressional representatives seek to protect retirement investors and stall DOL fiduciary rule.
SIFMA Speaks Out Against State-Run Plans
The group suggests other efforts to address the retirement savings crisis in America.
Institutional Investors See Worst Quarter in Four Years
Global equity returns weighed heavily on the median returns for all plan types in the third quarter, according to Wilshire Associates.