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A Balanced Portfolio Can Overcome a Recession
Vanguard research shows that returns of a balanced portfolio, 50% equity/50% bonds, have been statistically equivalent in times of economic recession or expansion since 1926.
Integrating Technology Can Improve Operational Efficiency
Outsourced technology integration can boost productivity and efficiency for RIAs by up to 30%, according to NFP Advisor Services Group.
Industry Groups Urge no Changes to Retirement Savings Tax Advantages
Witnesses before the Senate Finance Committee offered arguments against changing tax advantages for workers’ retirement plan savings.
Merrill Wins Appeal with Reversal of Lower-Court Ruling
The Fifth Circuit U.S. Court of Appeals reversed a ruling that allowed John Young, a former trader at Merrill Lynch, to be awarded benefits from the firm’s “Long-Term...
IMHO: “Back” Pay?
During last week’s GOP presidential candidate debate, Texas Governor Rick Perry grabbed headlines by reaffirming his position that Social Security is a “Ponzi scheme.”
Nationwide Financial Unveils Flexible Advantage
Nationwide Financial Services, Inc. has expanded its retirement plan offerings with a new product “designed by and for retirement plan specialist advisors.”
Con Artists Profiting from Economic Uncertainty
The North American Securities Administrators Association (NASAA) released its annual list of phony financial products and practices, including several that are taking advantage of lingering economic uncertainty and...
DoL Files Brief in SunTrust Stock Drop Case
U.S. Secretary of Labor Hilda L. Solis is asking an appellate court to uphold a district court's decision refusing to dismiss a claim that SunTrust plan fiduciaries...
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HALL OF FAME – Adviser Teams of the Year
PLANADVISER honors previous winners of the PLANSPONSOR Retirement Plan Adviser Team of the Year awards
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The Game-Changers
Five developments that have affected plan advisers most in the past five years
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Legend – Bill Chetney
Executive Vice President of the LPL Financial Retirement Partners division
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They Grow Up So Fast
“They grow up so fast,” or “It’s amazing how time flies.” As the parent of a one-year-old, I find myself uttering those adages frequently.
Puerto Rican Bank Settles Stock Drop Case
An $8.2 million settlement has been preliminarily approved by the U.S. District Court for the District of Puerto Rico in the consolidated class action lawsuit against Puerto Rico-based...
IndexIQ Releases Emerging Markets Mid Cap ETF
The IQ Emerging Markets Mid Cap Exchange-Traded Fund (ETF) was designed to allow investors to isolate pure-play Emerging Market mid-cap exposure.
PSNC 2011: Glide Paths
With 12% of retirement plan assets in target-date funds and 40% of new assets going into target-date funds (TDFs), panelists at the PLANSPONSOR National Conference said it is...
Putnam Finds Discipline Can Matter as Much as Earnings
Based on a nationwide survey of more than 3,000 working adults, Putnam Investments has debunked several perceptions about American’s level of retirement readiness.
Study Suggests Lifecycle Funds’ Equity Allocations too High
The first study by the newly launched Putnam Institute suggests most lifecycle fund offerings in today’s market are too aggressive in their equity exposure
Regardless of Risk Tolerance, Women Need to Save More
In a Bank of America (BofA) Merrill Lynch Webcast focused on women and retirement, the idea was broached that women simply need to save more money than men...