By Kerry Pechter
Will the financial services industry sue the Department of Labor if it doesn't like the final wording of the fiduciary rule? And if it does, what happens next? Four attorneys--Bruce Ashton, Mercer Bullard, Tom Clark, and Steve Saxon, share their views.
By Kerry Pechter
Betterment, the largest independent retail robo-advisor, said Wednesday that it has entered the small company segment of the 401(k) market. But will its model confine it to the shallow end of the pool?
By Kerry Pechter
Jon Stein, CEO of Betterment, the biggest of the 'robo-advisors,' talked with RIJ recently at Betterment headquarters--three converted lofts in an historic building just west of the Flatiron Building in New York City.
By Kerry Pechter
Retirement income sources, including annuities, reverse mortgages, Social Security and LTCI, were topics of this two-hour seminar from the Retirement Income Certified Professional program at The American College. (Above: Curtis Cloke, Richard Weber and David Littell.)
