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Closing the Gap
How do plan sponsors and participants address a lack of retirement savings?
Matrix Financial Solutions Enhances RetireTool(k)it
Matrix Financial Solutions updated its Matrix RetireTool(k)it.
Financial Behaviorist Joins Achaean as Academic Adviser
Achaean Financial said that Shlomo Benartzi, an authority on behavioral finance, has agreed to serve as the firm’s first academic adviser.
Millionaires’ Future Economic Outlook Highest Since 2006: Fidelity
Although they remain divided on the current financial environment, millionaires’ optimism for the future is the highest it has been since 2006, a survey found.
Strategic Planning is Front and Center for RIA Growth
Independent advisers are scanning the horizon for new clients to maintain growth in an uncertain economy, Charles Schwab’s benchmarking study found.
U.S. Large Caps Flex Muscle in Russell Index Rebalancing
Russell Investments released its newly reconstituted Global Indexes following its annual index reconstitution late last week, benchmarking about $3.9 trillion in assets.
Achaean Introduces Retirement Income Tools
Achaean Financial released two products for advisers and investors, Retirement Outcome and Income Plus+.
Cohen & Steers: DC Plans Need Real Assets
Cohen & Steers released a white paper that discusses the merits of real assets—commodities, real estate and natural resources—in a defined contribution (DC) portfolio.
App Tells You When and How Much Coffee Is Right for You
It’s 2:30 p.m., and you’re wondering: Have a cup of coffee and perk up? Or will you be too wired to sleep that night?
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A Time of Change
Many may think we have had enough change and challenges over the past few years—especially as national and global economies still slump and the market volatility continues—but it...
Social Security To Be Exhausted By 2033
The annual Trustees report on the financial health of Social Security Trust Funds says funds will be exhausted by 2033, three years sooner than projected last year.
Report Encourages Saving Early for Retirement
Starting to save early is the one controllable means for securing a sound retirement.
Inflation Risk Is Different for DB and DC Plans
Inflation affects different types of investors in different ways.
UBS Adds Matrix Trading Platform
Matrix Financial Solutions will provide its plan data feed service, part of the Matrix Broker/Dealer (BD) solutions suite, to UBS Wealth Management US.
J.P. Morgan Shares 2012 Market Predictions
According to J.P. Morgan Asset Management’s 2012 market predictions, areas of concern for investors in 2011 have been some of the best-performing areas so far this year.
DB Risk Management Increasingly Focused on Liabilities
Plan sponsors of the largest U.S. defined benefit (DB) pension plans are deepening their risk-management focus on plan liabilities.