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.
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
You make sure you practice good diversification techniques when advising your clients on their portfolios. Now, with this webinar, you can discover a key way to diversify your practice, with a wider client base that is geared for future growth....More
Investors tend to look at portfolio risk in terms of geographic exposure or asset classes—but that's not always an accurate gauge. Taking a broader view of risk assessment can provide a better sense of how the portfolio will perform in volatile markets....More