Plan sponsors are not nearly as monogamous as advisors would like to believe, according to research presented at the National Association of Plan Advisors’ annual convention Monday. But they’re not looking for technical expertise, just someone who will listen.
Department of Labor Sec. Thomas Perez says “extensive feedback” from industry led to changes in the rule to “minimize” compliance burden, ease the sale of proprietary products and back off from stricter fee disclosures, all while still protecting consumers from conflicted advice.
Marc Chaikin, stock market expert and the creator of Chaikin Money Flow, demonstrates how to build portfolios that outperform the market and beat robo advisors. He'll demonstrate the simple way to find trends in equity sectors—and use a combination of stocks and ETFs to construct strong client portfolios....More
Say “retirement plan” and most people today think 401(k). 403(b) plans are generally considered the exception or the anomaly, and until several years ago, they really were quite different from 401(k) plans....More
Recent statistics show markedly improved longevity rates. Between 1985 and 2010, the number of people living past age 90 tripled and will quadruple in the next 40 years. In addition, death rates for various diseases including the two leading killers (heart disease and cancer) have decreased from 38% to 13.5% over the past 10 years....More