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Top Industry Articles

Compliance
House Subcommittee Witnesses Bash SEC’s Regulation Best Interest

Out of five witnesses called before the House Subcommittee on Investor Protection, Entrepreneurship and Capital markets, just one spoke favorably about the SEC’s conflict of interest regulations—and his support was conditioned on the SEC taking further action in this area.

March 14, 2019
exclusives
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
An individual's investment allocation is a big factor to consider when deciding a proper optimal withdrawal rate of savings in retirement, but there are many other factors to consider as well.
December 11, 2018
Products
Vanguard Launches Consultant Hub for Retirement Plan Consultants

Features of the Consultant Hub include a retirement plan comparison tool and custom investment reporting, among other things.

March 19, 2019
exclusives
Will Your Errors and Omissions Insurance Policy Keep You Dry?
Buyer Beware! One experienced matchmaker pairing RIAs with providers of E&O insurance policies likens the space to the Wild West, especially when one looks at the “non-admitted” provider marketplace.
March 15, 2019
awards
2019 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
The 2019 PLANSPONSOR Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. Congratulations to all the firms on the list!
February 22, 2019

401(k) Plan Ratings

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-Craig Spitz, CFO Synteract, Inc. (2010)

Mutual Fund Analysis

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- Carolyn Taylor, Weatherly Asset Management​

Insights

Build Practical Financial Know-How to Make Better Decisions

Retirement Plans
Boeing Plan Report (Updated)
Boeing Fee Settlement Highlights the High Bar for ...
BrightScope Editorial
401k Plans
IBM 401k Plan Report
IBM 401k plan still the largest, and one of the be...
BrightScope Editorial
Financial Planning
Portfolio - Money Trap
4 Investment Risks Warren Buffett Says You Should ...
Curtis Hollowell
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