| It’s On You to Recruit New Adviser Talent |
| As managing director of corporate relations for the Certified Financial Planner Board, Joe Maugeri is often asked to speak about the best approach to attract—and educate and retain—aspiring financial professionals.
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| Buoyant Investors Head into New Year |
| Older respondents to a Hartford Funds study were most likely to say they will review and adjust investments compared with those under 60, who identified paying down debt as their first move toward financial stability.
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| Do Fees Explain DB Outperformance Over DC? |
| A new report published by the Center for Retirement Research at Boston College offers a historical perspective on retirement plan investment returns by type, dating back to the early 1990s.
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| The New Fiduciary Rule and Annuities |
| The Obama Administration views how people draw down their retirement savings to be just as important as encouraging them to save. Consistent with this view, it is particularly concerned with the risk that retirees will outlive their assets and wishes to mitigate this risk by motivating participants to annuitize retirement benefits.
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