ABC

• Who’s Kidding Whom on Bubbles?

  By Kenneth Silber, Research  |  February 22, 2013

  Two types of bubble metaphor— as inflating unsustainably, and as thick or opaque—have an underlying similarity in that they involve perceptions being distorted.

• 

  Illinois Dragging Feet on Huge Pension Problem

  By Sara Burnett  |  January 2, 2013

  Lawmakers will convene again the first week in January in hopes of fixing the nation's worst case of underfunding state employees' pensions, a problem approaching $100 billion and mounting by $17 million per day.

• 

  Employer-Sponsored 401(k) Plans Would Drop ‘Significantly’ if Tax Treatment Curtailed: Study

  By Melanie Waddell, AdvisorOne  |  December 11, 2012

  A new report has found that curtailing the current U.S. tax treatment of contributions that workers and their employers make to 401(k) plans will “significantly reduce” employers’ willingness to sponsor plans.

• 

  PBGC Deficit Hits $34 Billion; Benefits Council Calls Number Misleading

  By Melanie Waddell, AdvisorOne  |  November 19, 2012

  The Council says ‘all pension fund liabilities—including the PBGC’s—are overstated by the historically low interest rates.’

• 

  Benefits Council Objects to New Pension Enforcement Rule

  By Melanie Waddell, AdvisorOne  |  November 5, 2012

  The American Benefits Council is taking issue with a new policy issued by the Pension Benefit Guaranty Corp. that it says “challenges” the health of the defined benefit system.

• 

  New Hire Roundup: Aberdeen Adds NYC Office

  By Marlene Y. Satter, AdvisorOne  |  October 17, 2012

  This week in new hires, MFS Investment Management welcomed Philip Stewart and promoted David Bryant; Leslie Voth was named CEO at Pitcairn; and Michael Millman joined U.S. Bank’s Private Client Reserve in San Francisco.

• 

  Advice for the Next President; High Returns With Low Risk: September Research—Slideshow

  By Editorial Staff  |  August 23, 2012

  The September issue of Research puts a prime focus on the upcoming election. In "Where Will They Steer Us?" Nicole Gelinas of the Manhattan Institute looks at Wall Street reform. In "A Bold New Direction," Senior Editor Kenneth Silber sketches out a radical tax overhaul. Other highlights of the issue...

• 

  Cold Calling 2012

  By Bill Good  |  August 23, 2012

  I need your help to find out which cold calling scripts and lists work best and what unique strategies may be out there.

• 

  Retirement Planning Groups to SEC: Stop Messing With Money-Market Funds

  By Melanie Waddell, AdvisorOne  |  August 21, 2012

  In a joint letter to the SEC Tuesday, the ICI, FSI and others said the proposed changes would render the funds "far less desirable—if not unusable—for retirement savers."

• 

  DOL Backs Off Controversial Brokerage Window Plan

  By Melanie Waddell, AdvisorOne  |  July 31, 2012

  EBSA backed off on its controversial fiduciary requirements involving brokerage windows under its fee-disclosure rule 408(b)(2) that had the retirement planning community up in arms.