The United States Supreme Court has determined that inherited IRAs are not protected from bankruptcy creditors. Although this development presents a serious risk for clients, it also presents a planning opportunity for financial advisors...

Betterment CEO Jon Stein. Betterment for Business, the automated investing service’s foray into the 401(k) market, officially went live Wednesday with a group of 50 plan sponsors and participants. Boxed, a wholesale shopping app that signed up...

What savvy financial professionals can do to protect their clients’ retirement savings

Taking the leap into smart beta. OppenheimerFunds announced that it's diving into the world of smart beta with its new Factor Weighted ETFs. Securities are weighted on the basis of top line revenue, which OppenheimerFunds said more closely ref...

For a plan’s QDIA, traditional target-risk funds are being rapidly eclipsed by target-date funds. Consultants need to help sponsors navigate the change.

Keep it simple. Desperate times call for desperate measures. So complicated market environments call for complex investment strategies, right? At least that’s what investors (and asset managers) are hardwired to think, according to the latest...

Pick door No. 3. Private wealth management firms were in high demand in 2015, dominating the financial transaction landscape among asset management firms with a record 59 deals, according to a new report by Sandler O’Neill. The firm attributes...

Researchers have determined that the part of the brain that is activated when using drugs such as cocaine – the nucleus accumbens – is also stimulated when making money. According to Kabir Sehgal, author of Coined, people making money and tho...

Working during retirement, by need or choice, throws many traditional retirement plans off track. Here’s how to adjust.