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House Passes Bill Opposing Fiduciary Rule
The Retail Investor Protection Act is likely to be vetoed by the White House.
GuideSpark Launches Financial Wellness Product
The product delivers personalized, interactive content to employees.
Fidelity Research Busts Five Common Retirement Myths
Retirement is a matter of when, not how much, for most people.
FINRA Sanction Firms for Overcharging Charities
Following on $30 million in enforcement actions announced in July, FINRA says it’s going after five more advisory firms accused of overcharging charities and retirement accounts.
Portfolio Concentration Better than Diversification?
University researchers found institutional investors using concentrated investment strategies fared better than more diversified investors.
A Peek at a Pre-Approved Cash Balance Plan Submission
James E. Turpin, with The Turpin Consulting Group, has one concern with the submitted document he’s seen.
‘Financial Independence’ a Better Buzzword than ‘Retirement’
Generation Y expects to work until they die, “so why bother saving in a retirement plan.”
ESG Investing Enters 'New' Paradigm
While introducing new guidance, Labor Secretary Thomas Perez told reporters ESG-based investing no longer has “the cooties” from an ERISA perspective.
Buck Offers Personalized Employee Connection to Benefits
“Life Connect brings asset data together for a user to see their full retirement plan picture,” says Scot Marcotte, with Buck Consultants at Xerox.
Wealth Advisory Clients Want Wider Focus
Spectrem study examines the role and scope of the relationship between wealthy investors and their financial advisers, finding most well-off clients want deeply considerate and personal service.
Advice and Savings Conundrum Can Hamper Retirement
The perceived cost of advice can prevent Americans actually seeking it.
Still Top 15, But U.S. Retirement Ranking Slips Again
Global retirement readiness rankings are inherently subjective and often controversial, but Mercer says the U.S. is clearly slipping compared with some other developed nations.
Retirement Industry People Moves
This week brings new hires, promotions and acquisitions at T. Rowe Price, Wilshire Consulting, Envisage, and more.
Staying the Course Sometimes Means Taking Action
It’s rarely a good move to trade on emotion, but it does make sense to revisit risk tolerance during times of volatility.
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Everything You Need to Know About … Tripit
Tripit helps you keep track of all of your travel information in one place.