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A couple of powerful congressional voices have taken several financial services to task for characterizing the Labor Department’s fiduciary rule proposal as “unworkable” with dire consequences if enacted — while painting a very different picture for their investors. Read More
Think you’ve had a bad week? It could have been worse. Check out what happened to these guys… Read More
Target-date funds lost ground last year for the first time since 2008, but the performance gap has narrowed considerably since then, according to a new report. Read More
Small business retirement plans are under attack again. Buried in a Treasury Department proposal to make it easier for large corporations to close their defined benefit plans to new entrants is a provision that will make it harder for small businesses to form new retirement plans or maintain their current ones. Read More
Most Americans seem to like their 401(k)s — even if they don’t have a 401(k) — and they’re not very keen on government proposals to change them, according to a new survey. Read More
The assets of the nation’s largest retirement funds slid 2.3%, as pension derisking moves took their toll on corporate DB plan assets. Read More
Recent Columnist Articles
Even the best advisors lose clients, and for a variety of reasons. This week we asked readers to share their experience(s) with losing clients, and keeping the ones almost lost. Read More
Another possible byproduct of the Labor Department’s conflict of interest rule, along with facilitating mergers among insurance BDs, is that banks may be exiting the mutual fund business. Read More
Responding to a question from a financial advisor in Pennsylvania, the ERISA consultants at the Learning Center Resource Desk addressed a common inquiry involving the newly adjusted Social Security filing options for married couples. Read More