Alexander Acosta DOL
Warren, Acosta Spar Over DOL Fiduciary Rule
Mar 23, 2017
Alexander Acosta's confirmation gets heated over the fiduciary rule, look for nextgen clients on Snapchat and wealth building tips from millionaires.
couple silhouette
Four Ways Financial Advisors Can Help Spouses Who Are Business Partners
Mar 22, 2017
Contrary to popular belief, spouses combining forces and going into business can sometimes produce the best partnerships.
NAPA 401(k) summit
Eight Takeaways from NAPA’s 401(k) Summit
Mar 22, 2017
Key insights from two days in Las Vegas for retirement plan advisors’ largest annual gathering.
robot handshake
Is There a Robo in Your Future?
Mar 22, 2017
There are benefits to adopting the technology. Yes, even for plan advisors.
old and rich
Number of Billionaires In The World Falls
Mar 22, 2017
The number of billionaires in the world drops, American workers lack retirement plans and IBM's Watson tackles financial services.
Las Vegas
Social Media Highlights From NAPA 2017 401(k) Summit
Mar 22, 2017
The National Association of Plan Advisors kicked off their 2017 401(k) Summit on Sunday in Las Vegas, attracting more than 900 attendees who sell, advertise, support and service 401(k) plans.
city blur night
The 10 Most Expensive Cities in the World in 2017
Mar 21, 2017
Think New York City is expensive? Try living in Asia.
robot businessmen
Artificial Intelligence and the Wealth Management Space
Mar 21, 2017
Literature on its potential impact is quite scarce.
NAPA 401(k) summit
What Plan Sponsors Like About Advisors, And What They Don’t
Mar 21, 2017
A trio of benefit directors tell plan advisors at NAPA’s 401(k) Summit what they like about retirement plan advisors and what they can live without.
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