| How Federal Judge Trends Can Inform ERISA Litigators |
| Jamie Fleckner, a partner with Goodwin Proctor LLP, tells PLANADVISER the judge assigned to the case does have an impact on how litigators think about defending the case and the strategy they might employ in litigating.
Read more > |
|
| Product Restrictions, Platform Limitations, Drive Adviser Attrition |
| New Cerulli Associates research identifies “pain points” at the root of advisers’ decisions to change firms—and what leadership can do to address staff concerns before losing key advisers.
Read more > |
|
| More People Expect to Have a Comfortable Retirement |
| Fifty-four percent of people who are not yet retired expect they will have enough money for retirement, up from 48% last year, according to a Gallup survey. This is the highest percentage since 2007, when 53% expressed this confidence. However, when Gallup first started this survey in 2002, 59% said they thought they would have a comfortable retirement.
Read more > |
|
| Analysis Shows Demand for Advice Increases with Age, Account Balance |
| The analysis from TIAA’s proprietary business reveals significant demand for advice through the online tools; however, it also reveals a significant jump in demand for in-person advice between 2011 and 2012.
Read more > |
|
