More attorneys eying high costs and bad investments in 401(k) plans
Here’s a term you really don’t want used to describe your 401(k): “One of the most expensive plans…
Disney savings plan sued over Sequoia Fund investment
A participant in the Disney Savings and Investment Plan has sued plan executives alleging breach of fiduciary duty…
House committee unanimously approves adviser bill on senior fraud
The Senior Safe Act aims to thwart financial exploitation of seniors by protecting financial institutions from liability when reporting such fraud.
Don’t you wish you could own a piece of Vanguard (the company)?
...investors would be clamoring to buy it. In the U.S., the low-cost mutual fund giant has taken in about $1 billion a day over the past 18 months.
Private bankers look to profit off the rise of robo-advice
Artificial intelligence investment-advice services are likely to become more popular as banks expand services for the less-than-fabulously rich.
Millennials and life insurance — not their parents’ policies
New offerings for the younger market have made the life insurance industry ripe for disruption.
DOL fiduciary rule will lead to increased spending on technology: survey
More companies will invest in technology to help them comply with new regulation, according to a SS&C Technologies Holdings survey.
Fear of stock market collapse dictating ETF flows
The Fed has been the biggest variable in driving ETF flows. But for now investors are looking to stock-proof, not Fed-proof, their portfolios.
BlackRock rolls out Chinese A shares ETF
The move comes just a day after MSCI decided not to add China's domestic equities to benchmark indexes.
As the industry evolves, how will you use your time?
Financial advisers may function more as coaches or marriage counselors as robos increasingly handle investment management for clients at all asset levels.