Blogs

Retirement plan advice needs more scrutiny

By Rich White | May 23, 2013

The GAO found that “the current rollover process favors distributions to IRAs” whether or not this is in participant’s interest.
Is it time to dump “fiduciary”?

By Chris Carosa | May 23, 2013

When the Director of Investor Protection for the Consumer Federation of America says investors don’t respond to “fiduciary,” what’s the alternative?
Will ‘smart’ shoppers bring down PPACA?

By Kathryn Mayer | May 22, 2013

Can we really rely on young consumers to make PPACA successful?
Questions I don’t want answered

By Denis Storey | May 21, 2013

A single, distinctive envelope lay nestled among the stack of junk mail when I got home last night. And, no, it wasn’t a subpoena – I’m pretty sure those have to be hand-delivered.
I failed my 401(k)

By Denis Storey | May 21, 2013

I’ve been thinking a lot lately about my 401(k). Or, let’s be honest, the lack of it.
Working Families Flexibility Act is a win-win

By Allen Greenberg | May 21, 2013

The House passed legislation this month amending the Fair Labor Standards Act of 1938 by giving all private-sector employees the same flexibility government employees have enjoyed for the past three decades.
Selling change, part two

By Karl Schoemer | May 20, 2013

To be successful at selling change, you need to understand the phases of resistance inherent in the change process.
Bucking tradition

By Mike Sullivan | May 20, 2013

Like this forward-thinking retailer, our own industry would benefit from advancing its collective mindset. We need to consider innovative possibilities, rather than cling to time-honored practices. We must expand beyond the walls of tradition that confine us.
CFPB focuses on senior designations

By Rich White | May 16, 2013

The Consumer Financial Protection Bureau recently took aim at the one area in the investment/insurance world where Dodd-Frank law granted it jurisdiction – issues affecting older Americans.
“Star Trek” premiere and the problem with “fiduciary”

By Chris Carosa | May 16, 2013

If being a fiduciary is all about building trust, what happens when no one trusts the word fiduciary?