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BY Fred Barstein 10/9/2013
The highly anticipated debut of Schwab’s all-ETF platform has been delayed due to what company spokespeople are calling regulatory issues. The firm’s all-index platform, which launched in 2012, has won more than 80 clients. One of the issues with the ETF platform is the need for fractional shares...
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BY John Ortman 10/9/2013
Pre-retirees — that is, those from their mid-50s through mid-60s — are at a point in their lives when choices and decisions made long ago are shaping their future. Looking back, how do they assess their lifelong efforts to prepare for retirement? And more importantly, how well did their employers...
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BY John Carl 10/9/2013
The ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with an advisor in Massachusetts is representative of a common...
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BY Fred Barstein 10/9/2013
The ICI tackles the reasons why people save and why companies set up retirement plans. Though intuitive, it’s always good to have data and analysis from an independent source, not only to make business decisions but as touch points for clients and prospects.One of the most insightful comments in...
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BY Fred Barstein 10/8/2013
Retirement plan assets have reached almost $21 trillion, acounting for 43% of all household financial assets, according to the ICI. Assets are up 1% since the end of Q1 2013 and 6% since the end of 2012. According to the ICI, assets in DC plans and IRAs have swelled to $11 trillion, with 401(k)...
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BY Nevin E. Adams, JD 10/8/2013
In this era of reality TV, where the antics (and worse) of the formerly rich and infamous are on display in ways that could not even have been imagined a decade ago, I seem to find myself increasingly shaking my head and muttering, “What were they thinking?” The answer, as often as not, seems to be...
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BY Fred Barstein 10/8/2013
The Los Angeles Times weighs in on the raging debate over active versus passive investing. Comparing an “average” diversified large cap actively managed fund to an S&P 500 Vanguard passive fund, the results clearly favored the indexing approach, with a 10-year return of $20,002 versus $18,840,...
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BY NAPA Net Staff 10/7/2013
Last week’s top five most-read posts on NAPA Net reflected keen interest in the Beesly v. International Papers lawsuit’s $30 million settlement, new lows for record keeping fees, two top wire houses’ call to action on CFP compensation model reporting, LPL’s approach to the ‘blind squirrel’...
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BY John Ortman 10/4/2013
Delivery of the NAPA Net Daily of Friday, Oct. 4 was blocked. Apparently our IP address has been flagged by a firm that identifies likely sources of spam. As soon as the issue is rectified, delivery will resume. Since you're already here, you can read the posts that would have been in Friday's...
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BY Fred Barstein 10/4/2013
The controversy over which advisors can be listed as fee-only on the CFP website continues, as InvestmentNews reports. In what was described as a reactive rather than a thoughtful approach, advisors are concerned that the CFP Board has gone too far in removing the compensation method of the 8,000...
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