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Father Of 4% Rule Actually Used 4.5% For Clients, Here's What He Says To Use Today
Bill Bengen, the “father” of the 4% rule, the safe withdrawal rate for retirement savings, actually used 4.5$ for his clients.
Pershing Rakes In $12 Billion In New Assets As New RIA Clients Come Rolling In
The RIA Custodian raked in $12 billion in new assets in the third quarter, with a good portion likely due to incoming RIAs.
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More people own responsible investments: RIA survey
An increasing proportion of investors say their advisors ask them about RI.
RIA Opens Up About DOL ESG Inquiries
The Labor Department has been probing ESG investment decisions, both by plan sponsors and those who counsel them.
Goldman Sachs offers RIAs tech discount for asset flow, creating potential conflict
Goldman Sachs is offering discounts on its comprehensive technology stack to RIAs that place given levels of client assets into mutual funds and ETFs.