Whether they custody with Fidelity or not, retirement advisors can outsource their discretionary investment management to the firm, which will act as the fiduciary.
Advisors charge fees that are opaque or hidden, depriving investors of information needed to avoid excessive costs.
All of a sudden, they’re not getting a regular paycheck, and that makes them scared to spend.
Auto-escalation nudges employee contribution rates up one percentage point a year until they reach a cap. It's helped retirement accounts reach record highs.
Financial wellness programs are becoming a key factor in determining which plan advisors win retirement plan contracts. They just shouldn’t try to do it themselves.
An advisor working with retirement plans needs to zero in on the two main fiduciary duties of loyalty and care.
Jamie P. Hopkins shares some tips on how estate planners can avoid running afoul of the DOL’s new rule.
It's time to evolve past the traditional 90/10 investment portfolio into something that's globally diverse, with tax optimization.
