Welcome to Financial Advisor IQ

The Assets: Retirement planning

  • 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
  • September 2, 2016
    American Couples Keep Savings Secret from Each Other
    Lack of communication may leave couples unprepared for retirement.
    Last Comment: September 2, 2016
    1 Comment
  • August 30, 2016
    State-Run Retirement Plans for Private Sector Workers?

    The Obama administration wants to make it easier for states and municipalities to offer retirement savings plans to private sector employees, as several jurisdictions have said they would like to. Do you think that’s a good idea?

    No Comments
  • August 19, 2016
    Edward Jones Revamps Retirement Offerings for DOL Rule
    Firm is cutting out mutual funds in commission-based accounts while lowering minimums in others.
    Last Comment: August 26, 2016
  • August 17, 2016
    Brokerage Firms Disagree on Impact of DOL Rule
    Raymond James and LPL warn of rising costs while others predict no material impact.
    No Comments
  • August 16, 2016
    Can ETFs Help Clients out of the 401k-Fee Quagmire?

    Do you see ETFs as important alternatives to mutual funds in 401(k) plans?

    No Comments
  • August 15, 2016
    Advisors Still Wary of Reverse Mortgages
    New safeguards lead more FAs to reassess market, but many remain contrarians.
    Last Comment: August 15, 2016
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