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Financial advisers need to prepare for the coming age wave
Millions of investors unprepared for retirement but no one seems to have an answer.
Outsourced 401(k) fiduciary services emerge after DOL rule
Providers such as MassMutual and Mercer have recently unveiled new services, part of a trend seeking to capitalize on disruption caused by the DOL fiduciary rule.
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Join the conversation with IN's senior Washington reporter, Mark Schoeff Jr., and your adviser peers on Twitter during the presidential debate at 9 p.m. ET Sunday using #INDebate16. (More: Advisers sound off about who, Hillary Clinton or Donald Trump, they are voting against)
Merrill’s move to end commission IRAs a ‘tectonic shift’ for brokerage industry
Move could pressure other wirehouses to follow suit and lead to adviser attrition. Plus, Find answers to all of the most frequently asked questions on DOL fiduciary rule.
Most women claim Social Security early
Reduced lifetime income will force many to spend bulk of benefits on health care.
Merrill Lynch eliminates commission IRA business in response to DOL fiduciary rule
The wirehouse is the first major firm to announce concrete plans for compliance with the Labor Department regulation.
Most women claim Social Security early
Reduced lifetime income will force many to spend bulk of benefits on health care.
Self-funding employee health care pays off for some small businesses
Estimates of saving $1,000 per employee per year for practices with at least 25 workers is enticing some firms to take on additional risk.
Serving retirement-income clients a big challenge for financial advisers: study
Most financial advisers have not made any significant changes to how they manage portfolios for retirement-income clients, yet…
Renting out your second home could prove to be a gold mine
These three companies want to take care of all the work and maintain your property for you.
How to get what’s yours from Medicare
Philip Moeller, co-author of the bestseller "Get What's Yours: The Secrets to Maxing Out Your Social Security," discusses his new book on Medicare.
Sponsor of small 401(k) sued for losses tied to large ‘patent troll’ investment
Lawsuit argues plan wasn't diversified. Case doesn't fit prevailing litigation theme of targeting multibillion-dollar retirement plans for excessive fees.
What a Trump or Clinton presidency would mean for your money
Here's a cheat sheet laying out the two main candidates' positions on issues including jobs, wages, taxes, Social Security and retirement.
Secrets for successfully retiring before 65
Three early retirees in their 30s and 40s share how they're making their money last.
More than half of the student-loan borrowers regret going into debt
Three in five borrowers did not try or did not know how to figure out their future monthly payments, according to a new study.
Nationwide to buy Jefferson National
The acquisition will expand the firm's ability to sell financial products through Jefferson National's network of 4,000 RIAs.
Social Security timing can affect Medicare premiums
Should you claim Social Security now to avoid a Medicare premium hike?
Social Security timing can affect Medicare premiums
Should clients claim Social Security now to avoid a Medicare premium hike?
IRS more lenient on 60-day rollover
Filing late used to be difficult and costly to correct, but new rule alleviates a lot of the pain.
Grappling with retirement health costs
Health-care costs are “the great unknown of retirement” for many advisers.
