Little noticed reforms pave the way for some defined benefit pension plans to cut payouts to current retirees, a rare move in retirement policy. If you have clients with these kinds of plans, here’s what you need to know....More
White House economic advisors say investors could be losing 10 to 15 percent of their potential retirement savings due to widespread abusive broker practices, according to a recently leaked memo. But industry advocates question where they got the numbers....More
New data from Cerulli shows that while assets grew 12.9 percent across the industry, total advisor headcount fell nearly 2 percent in 2013....More
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Now that active and passive strategies have learned to co-exist, investors need to know which active approaches truly deliver what is promised. Metrics like active share have become even more important, given the proliferation of strategies available....More
The following words may pop into your head when you think about life settlements: Confusing. Privacy concerns. Questionably legal. Unregulated. Or just plain creepy. Some of these ideas about life settlements stem from real concerns, while others are based on misconceptions or outdated information....More
Top financial advisors like you are continually looking for ways to protect and strengthen their practice. Attend our webinar to learn about four best-practice pillars for building a solid foundation for your practice....More