2021 Wealth@wor(k) Conference Makes Important COVID Announcement
A rise in Delta variant cases and resulting COVID resurgence prompted Ross Marino, CEO of Advisor2X, to announce…
Fund Fees’ Sharp Decrease Saved Investors Billions in 2020
The latest installment of Morningstar’s annual fund fee study found that the average expense ratio paid by fund…
September Top Advisor by Participant Outcomes (TAPO)—Erin Hall
Brainstorming for Better Outcomes Erin Hall was proud of the metrics produced by a plan on which she…
Financial Planning Association Cancels Conference Due to Delta Variant
Industry efforts to return to normal hit a bump on Tuesday with the announcement that the Financial Planning…
How to Close Racial and Ethnic 401k Savings Gaps
Black and Latinx 401k savings rates are lower compared to their white counterparts. The median deferral rates were…
Episode 32: Why the 401k Fails and What A ‘Better’ System Looks Like, According to Teresa Ghilarducci
Teresa Ghilarducci once called the 401k an immature, underdeveloped child that needs help over a mudpuddle to the…
Institutional Investors Both Optimistic, Pessimistic Post-Pandemic
Investing pros are optimistic about the economy, but are far less confident about achieving their own objectives post‐pandemic.…
That Time of Year: ‘401(k) Day’ is Almost Here
Participants need a moment to focus on their finances in a fun and engaging way, and the Plan…
Consumer Spending Skyrockets Post-Pandemic
Re-opening has a cost. Americans are spending an average of $765 more per month compared to the summer…
Wanted: Consistent Standards in Fiduciary Breach Legal Proceedings
Comparing active and passive investment options, impossible benchmarks—courts have applied inconsistent and often arbitrary pleading standards to the…