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Articles tagged "DALBAR"


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Lou Harvey: It's really going to annoy the hell out of the plan sponsors.
February 14, 2012 at 6:06 AM

Larry Sinsimer says advisors lose out by failing to put a retirement plan in writing.

Fidelity sees potential 401(k) rollover magnet for RIAs: retirement income plans

Clients receiving the extra level of planning refer and consolidate assets to their advisors, study shows

June 20, 2011 at 3:02 PM

Lou Harvey: This gives them a huge edge on Fidelty.

Schwab to make long-awaited move in 401(k) market with an all-indexed mutual fund and ETF strategy

Market leader Fidelity not likely to mirror the move because of its legacy structure

February 10, 2011 at 2:50 PM

Tea Partiers such as Michele Bachmann may change the enforcement landscape for investment advisors by putting some agencies on starvation budgets.

The 7 government actions that could reshape the advisory business in 2011

Funding may derail some grand plans, but regulations roll on (and so do tax threats)

January 7, 2011 at 1:49 PM

Michael Henkel: He is passionate about moving independent advisors into the retirement plan market, but says that for now, advisors lack the tools to succeed there.

Yesterday's proposed DOL regs underscore why default investments are the 401(k) market's giant untapped opportunity

Regulators' so-far soft approach on target date funds leaves door open for advisors to compete

November 30, 2010 at 4:35 AM

Lou Harvey: “The demand for lower fees by 72 million participants and their families and 483,000 employers can awaken a sleeping giant that places similar demand on virtually every investment and financial product.

How advisors can position themselves for the coming 401(k) boom

Tips on becoming the educator of choice; and a framework for thinking about plan restructuring

November 10, 2010 at 5:26 AM

Phyllis Borzi: If it gets rid of schlocky advice, that’s okay with me.

Proposed DOL regs expose more advisors to fiduciary liability

Language of rules amounts to better ammo for lawyers

October 22, 2010 at 6:17 AM

Tony Ferreira: They’re a victim of the recession.

Some experts question Cogent Research study's finding of big dip in 401(k) plan ownership

The bad economy deterred participation in employer retirement plans but their growth may stay suppressed longer term, researchers say

April 29, 2010 at 6:26 AM

Lou Harvey: The bigger impact is on IRAs, not 401ks. There are a heck of a lot more IRAs out there and advisers involved in IRAs.

IRA assets could be ripped from the grasp of brokers if DOL has its way

With brokers disqualified, fee-only advisors may have 'phenomenal' opportunity to dominate $4.1 trillion IRA market

March 4, 2010 at 6:47 AM

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