Welcome to Financial Advisor IQ

The Assets: Retirement planning

  • September 26, 2016
    Indie Portfolio Managers: DOA Post-DOL?
    Pundits see fewer rewards for FAs choosing to run money directly for clients.
    Last Comment: September 26, 2016
  • September 26, 2016
    Fidelity: DOL Rule Makes Some FAs Reconsider Career
    One in 10 is planning to leave the business or retire early.
    No Comments
  • September 23, 2016
    Top 401(k) Advisors Lag in ETF Adoption: Report
    New research points to tech drag, 'staid' attitudes by industry leaders.
    No Comments
  • September 19, 2016
    Most Americans Don't Know What They’ve Saved for Retirement
    Many aren’t saving enough and too few are investing in guaranteed monthly income, survey claims.
    No Comments
  • September 15, 2016
    401(k) Advisors Are Becoming Increasingly Specialized
    As regulation impacts the industry, retirement planning requires a more specialized service.
    No Comments
  • September 15, 2016
    Have You Met MEP?
    With many small business employees lacking access to a retirement plan, could Multiple Employer 401(k) Plans provide an opportunity to advisors? This article is sponsored by Prudential.
    No Comments
  • September 13, 2016
    Financial Engines to Deliver Advice to the Masses
    Company wants to expand its 401(k) offerings for middle-class employees to include overall financial planning.
    No Comments
  • September 12, 2016
    Betterment Survey Says 401(k) System Is Broken
    Confusion among employees as well as employers about fees, fiduciary duty.
    No Comments
  • September 6, 2016
    Are 401(k) suits a red flag for your clients?

    Legal action by employees in financial services aren't new, but suits claiming a lack of transparency and fund choices are on an upswing these days. For advisors, can this latest wave of retirement plan complaints be seen as:

    Last Comment: September 6, 2016
    1 Comment
  • September 2, 2016
    Motivating Clients to Put Together a Budget: Just Do It
    The right analogy can help clients take action on crucial aspects of retirement planning, including their budget.
    No Comments
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