September 30, 2019

PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES, CHARITY & FINANCIAL LITERACY

• Saved Enough for Retirement? Well, That Depends
• Elder Financial Abuse Is a Plague on America’s House: AIG
• Interested in fixed annuities? Beware of common misconceptions
• For a great temporary side-gig, consider being a census worker
• What’s your TSP investment style, automatic pilot or active control?
• 20 Money Hacks to Help You Save More
• The psychological perks of paying off debt ; Millennials Value Trust and Want It All When It Comes to Credit Cards
• What the Pure Robo-Advisors Got Wrong, and What Comes Next
• 7 Ways That Beneficiary Designations Can Mess Up Your Estate Plan
• US Democrats have wisely moved to the left on ideas for Social Security reform
• Voya Financial Advisors settles with more than a dozen clients of former broker

HEALTHCARE & WELLNESS

• Online comparison shopping for healthcare services increased 257% since 2012  
• Digital data can take human error out of healthcare ; How Telemedicine Can Significantly Lower the Cost of Care
• Insurance premiums––and affordability concerns––keep rising
• Older workers grossly underestimate their retirement health care costs
• Do Apps That Pay You to Lose Weight Really Work? 
• Hospitals and insurers question legality, need for CMS price transparency rule
• How Worried Should Teledoc Be About Amazon’s Latest Move?
• Sam’s Club launches healthcare pilot program for members: 5 things to know
• Old Estate Plans May be Harmful to Your Health
• US charges 35 people in massive healthcare fraud take-down involving genetic tests

TECH, MEDIA & SOCIAL MEDIA

• Hackers find voting machines used throughout the US are vulnerable to attack
• Artificial Intelligence Requires Human Intelligence
• Amazon Suddenly Realizes Its Customers Care About Privacy ; Amazon’s plan for facial recognition laws faces skeptics
• Facebook Says Giant Data-Breach Suit Has No Legs to Stand On
• CFTC Official Calls For Continued Embrace Of Fintech ; The latest fintech employment trends for Hong Kong and China      
• US House Passes Bill Requiring Study Of Blockchain Technology
• Lilly Grants to Address Ethical Concerns in a Digital World

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

• 401k Assets Continue to Climb ; Penny-Pinching Funds Are Going to Get Even Cheaper
• Bit by Bit, Socially Conscious Investors Are Influencing 401(k)’s
• ERISA at 45: Bolstering retirement security for the next 45 years
• 10 issues that can land you in hot water during an employee benefit plan audit
• An Underground Journey to the Heart of Retirement Processing
• The 401(k)-HSA savings rule of thumb works, until it doesn’t
• Finally, relief for people with no workplace retirement plan
• Senate Confirms Eugene Scalia as Labor Secretary ; Stable Fund Suit Settlement Sanctioned, But…; Eaton Vance Can Settle 401(k) Fund Class Suit for $3.45 Million ; Oracle Can’t End 401(k) Class Action by Dinging Expert Witness

PENSIONS

• How to Solve the Public Pension Crisis
• Portman seeks Senate action to protect workers’ pensions ; Your Pension Might Be About to Get Riskier
• Municipal DB Plans Face Increased Cost Pressures
• SEPTA and Philadelphia reveal their investment managers’ profits while bigger state pensions resist disclosurePensions are good for CT
• PERS funding ratio drops even though stocks are booming
• New Jersey Public Worker Pension Investments Fall Short
• Pensions for Many California School Educators Are Too Big
• Unisys wins $152M Pentagon deal, seeks IRS relief for $115M in pension payments

INTERNATIONAL

• Average pension contributions fall
• Investors Await Naming of CIO at World’s Largest Pension Fund
• Netherlands’ biggest pension fund calls for rule changes to avoid payout cuts next year -De Telegraaf
• Danish Pension Funds Sign $52 Billion Green Pledge 
• Top firms bow to pressure and rein in big pension payments               
• UK Companies Face Naming and Shaming Over Director Pensions ; UK fund trade body warns companies over existing directors’ pensions
• How Europe’s pension sectors are preparing for Brexit

MARKETS

• US Economy Continues Slow Growth Trend ; US consumer spending slows in August; incomes rise
• Oil Traders Rattled by US Sanctions on China Tanker Firms ; Natural-Gas Prices Slide After Storage Data
• SEC Paves Way for More ETFs But Advisors Are Wary of Products Flooding the Market
• House passes bill to protect cannabis industry access to banks, credit unions
• White House Weighs Limits on US Portfolio Flows Into China
• Latest Brexit twist leaves EU expecting another delay beyond Oct.31

ALTERNATIVE INVESTMENTS

• Improve private funds, don’t do away with them ; With 5% average growth, Australian ICT attracts private equity and venture capital investments
• Hedge fund liquidations surpass launches for fourth consecutive quarter ; Hedge Fund Industry Divided on Advertising Rule Changes  ; More Hedge Funds Damaged by Momentum Reversal ; Activist Hedge Funds Are Having More Trouble Stopping Deals
• Is a $26 Billion Private Equity Fund the Best Place for Investors?
• Decoding the secret language of VCs
• US Consumers Highly Willing to Use Blockchain Tokens ; Why crypto hoaxes are so successful ; From Stablecoins to Central Bank Digital Currencies ; IMF Staff: Stablecoins Might Come to Rely on Central Bank Reserves ; Cryptocurrency Might Be Treated as Treasure Under Russia’s Tax Code
• Top 10 internal controls to mitigate cybersecurity risks in the family office ; If the Rich Think a Recession Is Coming … ; Why a New Wave of Family Offices Are Emerging in Brazil 
• What Wall Street Doesn’t Want You To Know About REITs ; CalSTRS assigns $300 million to real estate joint venture