Finance News

‘The Times They are A-Changing’ for Retirement Plans

Who will be the winners, losers and new entrants as the convergence of wealth, retirement and benefit at work will revolutionize 401(k) plans?

logo.png  By NB  Dec 12, 2023

The Inside ETFs Podcast: Brendan Ahern, Simeon Hyman and Devon Drew on Emerging Asset Classes and Fintech Innovations

The underweight of non-US equities, opportunities in cryptocurrency, the rise of artificial intelligence and machine learning in investments—these are important topics for today’s investors.

logo.png  By NB  Dec 12, 2023

PIABA Urges SEC to Suspend RIA Mandatory Arbitration Clauses

In a recent report, the SEC Investor Advocate suggested the commission "temporarily" stop RIAs from including mandatory arbitration clauses in contracts, arguing they could "mislead retail clients into not exercising their legal rights.&quo

logo.png  By NB  Dec 12, 2023

Adjusted for Risk: Is Dave Ramsey's 12% Expected Return and 8% Withdrawal Rate Reasonable?

Zephyr Market Strategist Ryan Nauman uncovers the truths about these bold and aggressive statements and discusses whether they are realistic.

logo.png  By NB  Dec 12, 2023