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sales champ
Designation “Hitters”?
Advisers may try to use designations to boost their businesses but regulatory oversight is increasing
trendspotting
Economic Experiences Influence Investment Behavior
A recent paper suggests the economic times people live through have a significant impact on how they invest.
investment-oriented
Exchange Rates
ETFs continue to be touted as the next best investment for retirement plans, but they are slow to gain traction
practice management
Finding a Mate
Broker/dealers continue to add products and services to support the retirement plan adviser
retirement income
Funding a Carefree Retirement
Retirement income solutions aim to find ways for savings to keep working so retirees can relax
investment-oriented
Grabbing the Right Option
The QDIA regulations open the door for new default options
trendspotting
Lopsided Equation
Cerulli report says fee-based compensation increases, but revenues are down
cover story
Migrating Money
Capturing rollovers can be made easy with the help of a solutions provider
investment-oriented
Risky Business
Lifestyle funds and allocation models remain popular with advisers
intro
The More Things Change
As fond as I am of the phrase "the more things change, the more they stay the same," I sometimes question its applicability to the retirement plan space.
beyond (k)
The Same, but Different
Although new rules may make 403(b)s more similar to 401(k)s, they are very much their own plans
practice management
Tool “Set”?
Analytics tools and approaches that can help you keep up with today's portfolios
Insurance Providers Charged in 412(i) Scheme
A new lawsuit has accused a group of insurance companies, consultants, and lawyers of conspiring to sell illegal tax shelters to employers for 412(i) plans by misrepresenting the...
Another Survey Confirms Workers’ Lack of Retirement Confidence
Working Americans’ confidence in their ability to retire comfortably declined significantly in the past year, according to the Ninth Annual Transamerica Retirement Survey.