TIAA IRA customers paid more than $900,000 in combined expenses that could have been avoided by investing through a “brokerage window” with lower-cost share classes, according to the regulator.
Anya Coverman, president and CEO of the Institute for Portfolio Alternatives, talks about potential policies at the federal and state levels that could stem advisors’ ability to use alternative investments in client portfolios.
Open, honest and candid discussion on a potential federal auto-IRA program, cybersecurity risks, a possible pension comeback, the hunt for nextgen advisors and why DC fees have declined.
Open, honest and candid discussion on January job growth, Mariner's latest deals, RIA M&A declines, TDF recommendations and the viability of fintech record keepers.
Open, honest and candid discussion on Fidelity's deal with insurers, the DOL fiduciary rule, academics' criticism of the DC system, Franklin Templeton's integration of Putnam and more.
