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Ted Godbout
By Ted Godbout | 6/14/2017
The vast majority of DC plan participants continued making contributions to their plans in 2016 and most “stayed the course” with their asset allocations, according to the latest findings of the Investment Company Institute’s recordkeeper survey.Consistent with activity in prior years, the...
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By Ted Godbout | 6/12/2017
The continued growth in participants’ adoption of professionally managed allocations is leading to dramatic improvements in diversification of investment portfolios, Vanguard says in a newly released report, How America Saves 2017.Professionally managed investment options have the potential to...
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By Ted Godbout | 6/9/2017
Employers are increasingly determining that financial wellness programs can help provide better financial outcomes for employees, promote higher utilization of employer-sponsored retirement programs, and lead to productivity gains from reduced financial stress, Charles Schwab says in a new report....
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By Ted Godbout | 6/9/2017
The House of Representatives approved broad-based financial overhaul legislation on June 8 that seeks to repeal major provisions of the Dodd-Frank Act, as well as the Department of Labor’s now-effective fiduciary rule.Congressional Republicans have taken aim at repealing the Dodd-Frank Act since it...
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By Ted Godbout | 6/9/2017
Plans that set specific goals around the retirement preparedness of their 401(k) plan participants and have metrics in place to measure their progress are more likely to achieve their goals, according to a recent report.Conducted in the fall of 2016 with HR executives at 401(k) plan sponsors with $...
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By Ted Godbout | 6/8/2017
Mergers and acquisitions of registered investment advisor firms realized a record start during the first quarter of 2017, with 44 transactions executed, according to research conducted by DeVoe & Company.That represents a 29% increase from the first quarter of 2016, when 34 deals were...
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By Ted Godbout | 6/7/2017
Legg Mason’s 2017 Global Investment Survey finds that U.S. investors are still substantially influenced by the “shadow” of the 2007-2008 financial crisis and continue to make cautious investment decisions that ultimately could hinder their long-term potential for higher returns.When asked what is...
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By Ted Godbout | 6/7/2017
Retirement plan providers should focus on education, retirement readiness tools, situational guidance and “next-best-step” trigger events to help workers become better prepared for retirement, a new report by Broadridge recommends.In "Transforming the Participant Experience," Broadridge explains...
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By Ted Godbout | 6/5/2017
Automatic investment plan structures around the world “work wonders at keeping investors on track and preventing them from unwise market-timing moves,” according to Morningstar’s 2017 “Mind the Gap” study.Noting that South Korea, Australia and the United States had positive gaps in their variations...
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By Ted Godbout | 6/5/2017
While fee compression is a concern for many broker-dealers and advisors, the more they can demonstrate the value they provide to clients, the less likely they will feel pressured to lower their fees, Envestnet suggests in a new report. In addition to communicating their value proposition to clients...
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