How To: Social Media for Retirement Plan Advisers
Many advisers consider themselves to be social media experts, but a closer examination of their practices shows there is room...
EXCLUSIVES
For Retirement Security, Cast a Wide (and Cost-Efficient) Net
Only 2% of small business decisionmakers told Millennium Trust that they would be willing to pay an adviser more than $1,000 annually, writes Kevin Boyles, business development director...
Self-Correction and Compliance Tips from Former IRS Attorney
There are many fiduciaries out there who are not educated on the voluntary corrections programs run by DOL and IRS....
A Crash Course in Social Security Maximization
Cost of living increases, claiming age, marital status and work history all complicate Social Security claiming strategies.
Nudging Participants to Rebalance Portfolios
For those plans where participants are left to make investment decisions on their own, experts agree, it is critically important...
Advisers Can Help Solve the Economics of Aging
The existing retirement system was conceptualized at a time when there were just 15 to 20 people living in retirement...
Sourcing Advisory Talent in Unexpected Places
Advisory firms and recordkeepers are finding talent in the hospitality industry and among the ranks of the recently retired.
Learning the Medicare Alphabet Is a Must for Modern Advisers
Do you know the difference between Medicare Parts A and B? What About Parts C and D?
Advising on Short-Term Goals for the Long-Term Future
How can financial advisers focus on retirement security if many participants are still figuring out shorter-term stability?
ESOPs Can Reduce Wealth Inequality
New research finds offering an employees stock ownership plans (ESOP) is a way to build wealth that can make a...
Advisers’ Leading Role in Cybersecurity
It is important to ask what cybersecurity means to retirement plan service providers and fiduciary advisers—and what steps they can...
Litigation Financing Could Drive 10b-5 Lawsuits
Attorneys suggest that litigation financing is not a common practice in ERISA lawsuits, but complaints filed under SEC Rule 10b-5...
Emphasis on Value-Add Services in Morgan Stanley’s Solium Acquisition
Morgan Stanley executives say the recent acquisition and rebranding of Solium Capital reflects the firm’s goals of connecting with wealth management clients earlier in their careers and in...
How Does Recordkeeper Consolidation Affect Plan Advisers?
Ongoing recordkeeper consolidation means fewer providers from which to choose, but sources disagree about whether this will significantly change the...
The Best Case for ESG Under ERISA Is Long-Term
According to Michael Hunstad, head of quantitative strategies at NTAM, it is undeniable in 2019 that ESG issues are material to financial performance; more debatable is the best...