Tag: Participants

Bull and Bear Market Fundamentals for Participants

All too often, participants are focused on what markets have done in the last several months or years, and they get away from remembering the basics of long-term investing and saving.

Social Security Uncertainty Must Inspire Concerted Action

Commenting on new Social Security deficit projection figures published this week, Rob Fishbein, corporate counsel at Prudential Financial, says it’s not time to hit the panic button yet—but it is time to take very seriously the retirement income challenge individuals face.

Franklin Templeton Report Tackles 529 Plan Myths

As of the first quarter, more than $1.5 trillion in student loan debt was outstanding, triple the amount in 2001; with these figures in mind, Franklin Templeton researchers have highlighted the opportunities presented by 529 plans.

Client Data: Powerful But Largely Untapped Asset

“Personal data can tell you so much more beyond just providing insights into individual client behaviors. You can take these streams of data, clean them up and extract valuable insights that look across the book of business to highlight trends and challenges that are not really visible on a case-by-case basis.”