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Contrary to human nature, a new study from the Columbia Business School concludes that it may, in fact, be better for investors to leave their portfolios alone, rather than make changes with even moderate frequ...
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A 2014 Vanguard report found that the average 401(k) account registered with Vanguard had $101,650, an 80 percent increase in savings since the market fallout of 2008. But does that number reflect reality? Ignoring ...
Corralling clients to do what you want - and what's in their best interest - is easier said than done. That's why financial advisors need to act as behavioral coaches with investors to get them through some of those tough times. Vanguard Investme...
The Tax Increase Prevention Act extends QCDs for 2014
Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. But with planning, such costs and complexities can be reduced or even eliminated. These are...
How the U.S. Supreme Court profoundly reshaped the retirement planning landscape, and other game changers
Robo-advisors are a small part of the wealth management industry, but their recent growth has been impressive.
A survey by consulting firm Corporate Insight of 11 leading robo-advisors finds that total assets managed by the firms rose 65 percent...
Clients do not want to lose what they spent years saving
The SEC is working on a rule that would require financial advisors to create transitions plans in case or retirement or a major disruption in their business. The rule, which may come to life by October, is aimed at mitigating the risk of client...
