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HBS Working Knowledge
October 24, 2012
Kim Girard |
Want People to Save More? Send a Text What's the most effective way to encourage people to save their money? The answer lies in a combination of peer pressure and text messages, according to new research.   |
InternetNews
May 1, 2007
David Needle |
Google Targets a More Personalized Web With iGoogle New services extend the features of google's personalized homepage service. |
The Motley Fool
July 8, 2004
Nathan Slaughter |
Principal Financial Pares Down Principal Financial, a leading employee benefits and retirement services firm, completed the sale of its mortgage banking unit last week to Citigroup for $1.27 billion. |
The Motley Fool
March 11, 2004 |
401(k) Administration Pain The greatest enemies to your long-term savings through a 401(k) plan are excessive fees. Right now, they're circling your retirement funds, nibbling away at your savings |
PC Magazine
March 14, 2008
Michael Muchmore |
iGoogle We expected better from the Internet's leading brand. Find out why iGoogle falls short of other start pages. |
AFP eWire
March 2, 2010 |
Social Media Has Growing Impact on Peer-to-Peer Event Fundraising New research shows that social media tools lead to more successful fundraising for participants in charity events. |
Financial Planning
July 1, 2011
Temma Ehrenfeld |
Welcome, Gen Y Companies can make a difference when they enroll new employees automatically into employer-sponsored retirement plans and set target-date funds as the default investment. |
Bank Technology News
November 2009
John Adams |
HSBC's Pipe Work Sends Texts Down the Drain First Direct's erroneously sending customers text messages with other people's transaction details earlier this fall sends a message of distrust to consumers. |
CRM
December 5, 2011
Judith Aquino |
Leads360 Introduces New Automated Text Message Capabilities Leads360 added automated text messaging to its offerings, allowing sales associates to automate the process of composing and sending text messages via the SPAM-compliant Short Message Service protocol. |
Bank Systems & Technology
August 11, 2008
Orla O'Sullivan |
U.K. Banks Now Charge for Mobile Banking Britain's top banks have begun charging their mobile banking customers for text messages -- typically the equivalent of $5 or $6 a month to subscribe to messages sent by the bank plus 50 cents every time a customer requests information. |
Investment Advisor
November 2005
Kent Buckles |
Guiding Light When retirement plan participants are engaged early and effectively in the process of retirement savings and gently guided toward prudent investment decisions, they will be more committed to staying the course because they have helped chart it. |
The Motley Fool
August 3, 2004
Nathan Slaughter |
Principal's Strength Intact Despite an earnings drop, the nation's leading 401(k) provider still has pockets of strength. The stock clearly deserves consideration for investors interested in the financial services sector. |
The Motley Fool
March 7, 2007
Emil Lee |
Fool on the Street: Silent but Steady Principal This overlooked financial-services company is well-positioned to compete. Investors who favor unexciting but successful companies will like Principal Financial Group. |
The Motley Fool
December 22, 2006
Dan Caplinger |
Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options. |
CRM
November 2011
Brittany Farb |
Relaxed Shoppers, Looser Wallets The more relaxed consumers are when they enter a store, the more money they are likely to spend, according to a study published by Columbia University researcher Michael Tuan Pham in the Journal of Marketing Research. |
Registered Rep.
August 28, 2015
Mark Miller |
Managed Accounts in The Workplace Retirement savers who get professional help with their 401(k) portfolios stand a good chance of seeing better outcomes than those who don't. |
The Motley Fool
June 3, 2004 |
Investing Retirement Money Learn how to invest your retirement dollars in relatively "safe" ways. |
BusinessWeek
November 19, 2007
Anne Tergesen |
Should You Buy from an Adviser? Brokerage firms may have incentives to push securities in their inventories. |
The Motley Fool
August 2, 2005 |
401(k) Administration Pain Less can be more when it comes to 401(k) plan options. If you have the opportunity to help your office select a plan provider, it is well worth keeping in mind that having too many mutual fund choices is a cost, not a benefit. |
The Motley Fool
June 11, 2009
Dan Caplinger |
This Smart Move Will Save Your Retirement Leaving your investments alone while continuing to make new contributions is more likely to pay off in the long run. |
Financial Planning
January 1, 2007
Elizabeth O'Brien |
White Paper - The Danger in Default Options Default investment options with higher risk exposures can cause two negative outcomes: plan attrition, where participants lose capital soon after enrolling and become disillusioned; and/or plan participants suffer heavy losses in capital shortly before retirement. |
BusinessWeek
November 5, 2007
Jena McGregor |
Sweat More, Pay Less Principal Financial Group launched a health-care insurance product that asks participants with health risks to try to shape up or pay more. |
The Motley Fool
August 19, 2011
Dan Caplinger |
Don't Miss Out on the Next 50% Return Lots of people did two years ago. Don't make the same mistake now with retirement funds. |
Financial Advisor
May 2012
Michael J. Mcdermott |
Day Of Reckoning Fee-based advisors should benefit when 401(k) participants soon find out the cost of their plans. |
T.H.E. Journal
June 2002
R. Beebe |
Build It and They Will Not Necessarily Come The effectiveness of a professional development web site for entry-year principals. |
Registered Rep.
November 23, 2010
Diana Britton |
401k Balances Rise By A Third in 2009 Americans are still reeling from the blows their 401(k) account balances took during the economic crisis, but they may be happy (and surprised) to learn that account balances jumped 31.9 percent last year after taking a 27.8 percent dive in 2008. |
InternetNews
August 4, 2004
Roy Mark |
FCC Bans Wireless Spam The rules prohibit marketers from sending unsolicited messages to wireless phones and other devices without the express consent of a consumer. |
The Motley Fool
August 24, 2009
Dan Caplinger |
Start Doing This or You'll Retire Poor The latest data from Vanguard shows what investors are doing right -- and wrong. |
Registered Rep.
February 10, 2012
Mark Miller |
New Focus on Small Workplace Retirement Plans Means Lower Fees, Opportunity for RIAs The spoils of the 401(k) market have always gone to the large players -- big retirement plan providers providing the best, most efficient plans to big plan sponsors. But small is starting to look beautiful. |
Investment Advisor
August 2006
Claudio Pannunzio |
Four Rules to Drive Home Your Message What distinguishes highly successful financial advisors from less successful ones, regardless of their skills and industry knowledge? The answer is their ability to communicate the true value of their service offerings to their key constituencies. |
CFO
December 1, 2011
Russ Banham |
Lifting the Lid on 401(k) Fees The coming mandatory disclosure of plan fees could give participants a nasty shock. |
Financial Planning
December 1, 2010
Trone & Harvey |
Get Smart When the U.S. Department of Labor speaks, we should listen, whether we work with qualified retirement plans or not. The DOL made several announcements in October that are going to be significant game changers for the financial services industry. |
On Wall Street
March 1, 2010
Bo Bohanan |
Do You Really Want To Be A 401(k) Consultant? It is fairly easy to spot the advantages and opportunities of working in this marketplace. But, not all of the pitfalls are as evident. |
Investment Advisor
September 2007 |
News & Products Participants who consistently held accounts in 401(k) plans from 1999 through 2006 increased their account balance at an annual rate of 8.7%... Rep. George Miller, chairman of the House Education and Labor Committee, introduced the "401(k) Fair Disclosure for Retirement Security Act of 2007"... etc. |
