Search results for: yi fan shi ping
Bramlett to Lead BenefitStreet
Jerry Bramlett, founder/CEO of The 401(k) Company, has been named as President and Chief Executive Officer at San Ramon, California-based BenefitStreet, Inc.
EBSA Releases Proposed Revisions to Provider Fee Disclosures
Federal regulators on Wednesday issued the second of a three-part disclosure rule package – proposed mandates for detailed disclosures from service providers to plan fiduciaries.
Advisers Help Parents Save for College Costs
Families with college-bound children who work with a financial adviser are on their way to being able to pay 47% of their college costs – significantly better than...
Gold Boosts Cost of 'True Love'
The cost of true love, like so many other things, continues to rise, according to a new survey.
IMHO: Thank Full
Thanksgiving has been called a “uniquely American″ holiday, and while that is perhaps something of an overstatement, it is unquestionably a special holiday, and one on which it...
IMHO: The On Your Own-ership Society
Last week, as I was surfing the Web, I stumbled across an article titled “Time for Employers to Cut Cord to 401(k) Plans.″
IMHO: Heightened Sensibilities
I was at a conference a couple of weeks ago, when the CEO of a large, national consulting firm stood up and commented on the increased fiduciary burden...
IMHO: Heightened Sensibilities
I was at a conference a couple of weeks ago, when the CEO of a large, national consulting firm stood up and commented on the increased fiduciary burden...
SEC Says Callan Failed to Disclose Conflict-of-Interest Relationship
The Securities and Exchange Commission (SEC) has issued a cease-and-desist order against pension consultant Callan Associates for failing to tell its clients about an outside business relationship that...
Advisers Say Clients Like Managed Accounts
Managed money accounts (70%) top advisers’ rankings of investment vehicles “gaining the most favor″ with their clients.
IMHO: For the People, By the People
Last week, no fewer than a dozen industry trade organizations put their collective heads together and tried to help the Department of Labor—which has been working on a...
Open Architecture Revamps Fund Supply and Demand
Changing investor needs and the continuing shift to open architecture are changing relationships between asset management organizations and fund distribution platforms.
Significant Potential Exists for Advisers in Retirement Plan Market
Nearly half (42%) of plan sponsors do not have a relationship with a financial adviser.
IMHO: The 80/20 Rule
Sooner or later in your career, you are exposed to the 80/20 rule or, as purists term it, the Pareto principle.
IMHO: The 80/20 Rule
Sooner or later in your career, you are exposed to the 80/20 rule or, as purists term it, the Pareto principle.
Personal Savings Increase Needed to Offset Lack of Pensions
A report from the Government Accountability Office (GAO) suggests that workers need to better prepare for the growing deficit from federal programs and the declining coverage of employer-provided...
Perspective: Seven Habits of Highly Ineffective Retirement Plan Advisers
This is the first in a series of eight columns, appearing the first Thursday of each month, by Matt Smith, managing director of retirement services with Russell Investment...
IMHO: Another One Bites the Dust?
When Fidelity announced this last week that it was dropping its pension plan, it drew my attention.