Participants File Self-Dealing ERISA Suit Targeting M&T Bank |
Add a proposed class action lawsuit against M&T Bank Corporation to the sizable and quickly growing list of new ERISA actions filed so far in 2016.
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Boomer Clients Still Eyed Eagerly by Many Advisers |
It’s a simple formula that keeps more than half of advisers primarily targeting Baby Boomers: They have the most money saved and are the most in need of immediately actionable advice.
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With Great Technology Comes Great Responsibility |
Financial services consumers expect providers to offer more than a few pieces of client support technology—they want full utilization of technology tools and ongoing reinvestment in the latest and greatest tech.
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The Appeal of CITs |
When 401(k) plans moved to mandatory daily valuation in the mid-1990s, collective investment trusts, which then were mainly valued quarterly, were left behind. But now these funds are constructed more like mutual funds, and daily valuation is possible.
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