Browsing Tag
401(k) Fees
188 posts
New Standards Guidance Available for ‘Fee-Only’ CFPs
The Certified Financial Planner Board of Standards (CFP Board) has called its upcoming Oct. 1, 2019 adoption of…
(Hallelujah!) Investors ‘Carefully Consider’ Fees, Expenses in Mutual Fund Selection
Is the knock-down, drag-out industry fight over fees finally getting through to the masses? It appears so, according…
How to Get More Intelligent With 401(k) Design
Simple and easy—keys to success in 401(k) saving and critical to getting more Americans enrolled at a younger…
RIAs Less Bullish on M&A Activity in 2019
Merger and acquisition (M&A) activity in the Registered Investment Advisor (RIA) industry hit a new record for the…
Investment Fees Continue to Fall, Little Sign of Slowing
The downward trend of investment product fees continues, according to research from Cerulli Associates. The global research and…
Tom Zgainer’s 401(k) Zeal: Is He Winning the Low-Fee Fight?
Tom Zgainer is annoying the heck out many retirement plan providers, and he’s absolutely fine with it. He…
Top Performing Financial Firms According to Clients
Hearts & Wallets released its national customer satisfaction rating on Tuesday, which identifies top performing financial services firms…
When Your Client Says ‘Fees,’ You Say ‘Value’: 2019 NAPA 401(k) Summit
Train your clients to think about value before fees, and they’ll learn to appreciate what you bring to…
Schwab’s New Pricing Model: Danger to 401k Advisors?
In a move that’s getting a bit of industry attention, Charles Schwab announced that it’s now offering a…
401k Target Date Fund Fees Fall
Target date fees took a hit in the time since 2008, according to a new report from the…