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High-Net-Worth Investors Share Thoughts on Generating Income
They like dividend-producing stocks and are tempering expectations for fixed income, a survey found.
Risk Management Sensitivity a Factor in Adopting Guaranteed Income
Some plan sponsors are hesitant to implement an in-plan guaranteed retirement income solution for the same reasons others are in favor of it.
Interest in Sustainable Investing Growing Among Plan Sponsors
Sustainable investing has become of more interest to investors and plan sponsors.
MassMutual Launches Redesigned Website
MassMutual’s Retirement Services Division rebuilt its intermediary website, www.massmutual.com/edge.
DoL Announces Fiduciary Responsibilities Webcasts
The U.S. Department of Labor's Employee Benefits Security Administration announced two upcoming “Getting It Right – Know Your Fiduciary Responsibilities” webcasts.
Tips for Preparing for 408(b)(2)
A webcast by The Spark Institute examined details of the Department of Labor’s (DoL) final 408(b)2) regulation.
Participants Look to Plan Sponsors for Inflation Guidance
Inflation is a major concern for plan sponsors and their participants when planning retirement investment portfolios.
Number of Advisers Becoming RIAs Expected to Rise
A Charles Schwab survey of advisers at major financial firms found that more than three-fourths (76%) of those surveyed expect a continued increase in the number of advisers...
micro scope
Damage Control
Plans and participants in the micro market show minimal impact from hostile economy.
trendspotting
Trendspotting
Stories that appeared in the Trendspotting section of the magazine and online.
Waiting with Bated Breath
As financial professionals anxiously await the Department of Labor's next version of the fiduciary definition, Bradford Campbell, ERISA attorney and former head of EBSA, offered his insights today during...
J.P. Morgan Expects Shifts in Pension Allocations as Markets Struggle
J.P. Morgan Asset Management released assumptions in regards to the long-term capital market returns.
Gearing Up for 2012
During a webcast today, Marcia Wagner discussed ways for advisers to tackle the Department of Labor’s new rules in 2012.
TD Ameritrade Launches Options Market Center
The Options Market Center was developed to provide advisers with advanced trading software, options-related expertise and support, and an options education program.
Merrill Lynch Offers Insights for Global Investing
Merrill Lynch Wealth Management and Eurasia Group address investor concerns over the fragility of global markets in a new white paper and Webcast, titled, “The Great Global Shift:...
ASPPA Launches Association For Plan Advisers
The American Society of Pension Professionals & Actuaries (ASPPA) announced the launch of The National Association of Plan Advisors (NAPA).
Turning to Technology First, Advisers Second
Since 2010, the use of technology for investment information has risen dramatically, according to a survey by Hearts & Wallets.
EBSA to Host Webcast for Those with Time on Their Side…
The Employee Benefits Security Administration (EBSA) will host a Webcast on the importance of saving geared towards college seniors and new entrants to the workforce.
Schwab Expands Resources for Advisers Considering the RIA Model
Schwab Advisor Services has published a new white paper focusing on legal and regulatory considerations for advisers looking to transition to an independent RIA business model.
DoL Discusses Participant Fee Disclosure Regs
The U.S. Department of Labor held a Webcast earlier this week to summarize its final fee disclosure regulations and answer questions on the rules.