Schwab: 401(k) Participants See Themselves as 'Savers,' Not 'Investors'

Jun 11, 2019

While investors believe they will need an average of $1.7 million for retirement, a new survey from Schwab Retirement Plan Services suggests employee investments may not be addressing that need.

Advisors Underestimate Value of HSAs to Clients, Survey Finds

Jun 11, 2019

HSA assets continue to grow, with Denevir estimating they will top $75 billion by 2020.

Using Hybrid QDIAs for Retirement Income Solutions

Jun 11, 2019

TDFs dominate, but is there a way to have the best of all worlds?

The Seven Most-Googled Financial Topics in the United States

Jun 10, 2019

A new survey found that income taxes, insurance and mortgages were among the top financial topics searched on Google.

Supreme Court Will Hear Intel Bid to Limit Retirement-Plan Suits

Jun 10, 2019

Intel claims the lawsuit by ex-employee Christopher Sulyma was filed outside the three-year statute of limitations.

These Ads Could Be Bad for Your Clients' Financial Health

Jun 04, 2019

Peddlers of retirement products need to give consumers better information.

Michael Kitces' #FASuccess Podcast: How Jania Stout Shows Her Clients Her Value

Jun 04, 2019

Jania Stout, co-founder of Fiduciary Plan Advisors at HighTower, built and automated a stewardship report in her CRM to show all of her clients all the behind-the-scenes work that the firm does on their behalf.

“Investor Inertia” and Making Up for Lost Time

Jun 03, 2019

Investors may find themselves doing nothing due to being overwhelmed by too many choices, paperwork, fear of making a poor decision or just being too comfortable with the status quo.