The demise of equity mutual funds is greatly exaggerated if January 2013 is any indication — equity funds accounted for $51 billion of the estimated $90 billion net inflows to stock and bond funds,... Read More
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Industry Trends and Research
BY NAPA Net Staff | 2/1/2013
Here are the 10 most-read items on NAPA Net last month, listed Letterman-style:10. The Benefits of Unbundled 401(k)s9. Acquisition Bug Bites Ascensus8. WSJ Takes a Shot at TDFs7. Heat Map of... Read More
BY NAPA Net Staff | 1/31/2013
Americans whose parents set good financial examples are more likely to be among the 62% of Americans who have a financial plan and feel confident in their financial future, a new Genworth survey... Read More
BY NAPA Net Staff | 1/29/2013
Because of the Great Recession, fewer small employers are likely to offer benefits to their employees. According to a LIMRA study of 754 firms with fewer than 100 employees, only 47% indicated that... Read More
BY NAPA Net Staff | 1/29/2013
Schwab Advisor Services reports an increase in the size of RIA deals in 2012, while the number of deals decreased. The total value of RIA deals increased from $43.9 billion in 2011 to $58.8 billion... Read More
BY Nevin E. Adams, JD | 1/29/2013
Trying to figure out how much money an individual or couple needs to live on in retirement is, to put it mildly, a complicated business.As advisors well know, it depends on a range of factors,... Read More
BY NAPA Net Staff | 1/28/2013
InvestmentsWhile the Wall Street Journal was taking shots at TDFs, claiming they lagged the S... Read More
BY Nevin E. Adams, JD | 1/24/2013
You may remember little else about the 1989 film “Field of Dreams,” but odds are you’ve invoked a version of what is probably its most famous line: “If you build it, he will come.” Unfortunately,... Read More
BY NAPA Net Staff | 1/23/2013
Though the demand for active equity funds has fallen, with many companies experiencing net outflows (perhaps driven in DC plans by the growing popularity of TDFs), fees remained stable, according to... Read More
BY NAPA Net Staff | 1/22/2013
Here are the 10 most-read items on NAPA Net during 2012, listed Letterman-style:10. 408(b)(2.0) – The Next Steps for Plan Advisors9. 401k Heaven Redefined8. Watching Wholesalers to Predict... Read More
BY NAPA Net Staff | 1/17/2013
Americans’ job tenure increased slightly in 2012, but the average stay in a job is still shorter than many assume. The median length of time on the job for American workers in 2012 was just 5.4 years... Read More
BY Nevin E. Adams, JD | 1/17/2013
I was driving home recently when my dashboard lit up with a warning that in just 63 miles, I’d run out of gas. I appreciated the warning — my car has one of those gauges that seems to fall faster... Read More
BY NAPA Net Staff | 1/16/2013
The popularity of retirement income solutions continues to increase. According to new research from Aon Hewitt, 28% of plan sponsors now offer in-plan retirement income solutions, including... Read More
BY NAPA Net Staff | 1/15/2013
Esri, a pioneer in geospatial analysis based in Redlands, CA, has applied its “tapestry segmentation” approach (which classifies all U.S. neighborhoods into 65 segments based on their socioeconomic... Read More
BY NAPA Net Staff | 1/15/2013
It’s a Tuesday in the middle of January; your first downsized paycheck of 2013 is due today; and chances are you’ll soon get the flu if you don’t have it already. So in the spirit of the day, let’s... Read More
BY NAPA Net Staff | 1/14/2013
Esri, a pioneer in geospatial analysis based in Redlands, CA, has applied its “tapestry segmentation” approach (which classifies all U.S. neighborhoods into 65 segments based on their socioeconomic... Read More
BY NAPA Net Staff | 1/10/2013
In a typically insightful column, Fiduciary News’ Christopher Carosa writes this week about what lies ahead in 2013, with a focus on what four industry thought leaders foresee. Addressing the advisor... Read More
BY NAPA Net Staff | 1/8/2013
The Wall Street Journal picked its 2012 winners and losers after a year that showed steady gains with low volatility amid worries and uncertainty like the fiscal cliff, European debt and China’s... Read More
BY Nevin E. Adams, JD | 1/8/2013
Sooner or later, at just about every retirement plan conference, you’ll hear someone — and generally more than just one someone — cite the statistic that “only about half of working Americans are... Read More
BY Fred Barstein | 1/4/2013
As a history major, I learned the benefits of looking back to better understand the present and see more clearly into the future. At the risk of doing things backward, I am looking ahead first, and... Read More
BY NAPA Net Staff | 1/4/2013
Publicly, people scoff at lists and awards but privately, almost everyone looks at them. As the 401(k) industry becomes more attractive to RIAs, and vice versa, RIABiz decided to publish their own... Read More
BY NAPA Net Staff | 1/3/2013
There are many reasons why advisors considering the DC market should not dabble, including the need for high levels of technical competency, fiduciary risk and the long sales cycle. According to... Read More
BY NAPA Net Staff | 12/31/2012
Though it seems like nothing will bring back DB plans (perhaps for good reason), it does cost more to run a DC plan than a DB plan, according to research conducted with private companies in March... Read More
BY NAPA Net Staff | 12/28/2012
Crystallizing the opportunities and challenges of plan advisors, the Wall Street Journal published a piece that put advisors at the center of change in the 401(k) market. Society, government and the... Read More
BY Nevin E. Adams, JD | 12/26/2012
Years ago, when my kids were still kids, we discovered an ingenious website that purported to offer a real-time assessment of your “naughty or nice” status. (Thankfully, it still exists, here.)As... Read More
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