Given the wide range of available housing choices, it is important to think about and financially prepare for the housing option that is right for your clients and their families. Created by Legg Mason, this guide highlights key areas of discussion, including: level of care, finances, happiness/comfort, caregiving support, neighborhood considerations, social support, and security.
InvestmentNews editor Frederick P. Gabriel Jr. and reporter Greg Iacurci talk about this week's cover story that looks at whether Fidelity Investments is stepping on the toes of retirement plan advisers.
Latest news & opinion
Plaintiffs warned the Fifth Circuit that Massachusetts' move against Scottrade signaled that the partially implemented regulation can raise costs for financial firms.
Agency failed to tell survivors that they could switch to a higher retirement benefit later.
As the Boston-based mutual fund giant expands the products and services it brings to the retirement market, some financial advisers say the firm is encroaching on their turf.
Screening out weapons companies has limited downside.
The bank did not properly disclose that it was steering asset-management customers into investments that would be profitable for JPMorgan Chase.