| Behavioral Finance Q&A with Shachar Kariv – Part 2 |
| In the second half of a conversation with PLANADVISER, U.C. Berkeley Economics Department Chair Shachar Kariv discusses the importance of defining and driving “financial rationality” among workplace savers.
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| Supreme Court Seeks Input About ERISA Lawsuit Venue |
| The U.S. Supreme Court has asked the U.S. Solicitor General to weigh in on whether it should hear a case asking if a clause in a retirement plan document restricting the venue of lawsuits filed against the plan is enforceable.
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| Adviser Relationships Can Mean Rollover Opportunities |
| Nearly one out of three Americans works with a paid financial professional, according to a new consumer study by the LIMRA Secure Retirement Institute. Fifty percent of consumers reported working with their financial adviser for five or more years, and nearly one-third have maintained the relationship for 10 or more years. Overall, trust is very strong between advisers and clients, the study suggests.
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| Assessing The Road Less Traveled |
| Strategic Insight projects that ’40 Act alternative assets will have grown from $272.3 billion at year-end 2013 to $770 billion by year-end 2019, due to an anticipated five-year compound annual growth rate of 19%.
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