(Bloomberg View) -- Imagine an entire enterprise set on course for disaster, driven by the owner’s arrogant pursuit of profit. The members of the management team, from the CEO on down, know better but fail to resist or are ignored. The...
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Investors were net sellers of equities in July, according to TD Ameritrade’s Investor Movement Index. The broker/dealer subsidiary of TD Ameritrade Holding said the selling, as well as lower volatility in widely held names (l...
For a long time, reverse mortgages were viewed by most clients and advisors as an expensive, complex and risky tool that put homeowners in danger of “losing the house.” They were often peddled on TV during cut-rate advertising...
In recent years a major focus for employers has been pension risk management. For those companies that sponsor a traditional pension plan, one of the most common strategies is offering a “lump sum window” to terminated employees who...
The 2016 campaign is shaping into one of the most divisive elections in history, and a new study finds that one party has an advantage when it comes to planning for the future. According to Personal Capital’s 2016 Election Survey, Republicans...
Much of the conversation about the later years in life focuses on the “retirement crisis”; in fact, nearly 70 percent of working-age adults do not participate in an employer-sponsored plan, according to a 2015 study by the Schwartz Center for Eco...
With baby boomers and the silent generation making up an average 71 percent of an advisor’s client base, most clients are either in retirement or coming up on it. This means retirement planning support will be even more important to advisors.
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Retirees will need to amass small fortunes to pay for their health care, with lifetime forecasts typically ranging from $150,000 to $400,000. Yet advisors say they’ve had substantive conversations about senior health and elder care with less than...
(Bloomberg) -- Among the 14.2 million workers with retirement savings in plans administered by Fidelity Investments is a small but impressive group of 19- to 35-year-olds.
These 35,000 millennial savers have been in the same employer's 401(k) ...
