Ponzi scheme?
Aequitas Capital Management, the Lake Oswego, Ore.-based alternative investments firm that made a bad bet on student loans, was charged by the Securities and Exchange Commission for concealing its “rapidly deteriorating financial...
Don't bite. | Copyright Mario Tama, Getty Images
The Zika virus is the latest health crisis to strike, and the Centers for Disease Control and Prevention has issued a public health alert for travel to places where the virus is spreading. But t...
Clients are very concerned about the financial ramifications of getting Alzheimer’s—they’re just not doing anything about it.
A recent survey performed by WebMD entitled “Insight Into Alzheimer’s Attitudes and Behaviors” polled 4,200 site user...
Not all target-date funds are the same, a point the Department of Labor has made in its most recent guidance to plan fiduciaries. One item the DOL stresses is whether a target date fund’s glide path, or the point at which it reaches its...
Gerry Desmond, a retirement plan consultant with Arthur J. Gallagher & Co., says that whenever it seems fees for retirement plan consultants have reached a “new bottom,” they go lower...