The National Endowment for Financial Education is launching a new website specifically aimed at helping individual investors design their own customized retirement income plans. Brent Neiser, director of collaborative programs, said that the Greenwood Village, Colo.-based non-profit will be formally rolling out the site — decumulation.org — later this year, but added that the site is already operational and available to individuals. The new NEFE initiative attempts to arm individuals with the necessary tools and resources to create “retirement paychecks” that will allow them to properly draw down their assets once they stop working. Specifically, the site addresses a number of key questions about how to utilize Social Security benefits and maximize 401(k) savings, extract value from real estate holdings and account for rapidly changing — and likely increasing —medical costs during retirement.
Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.
The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.
The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.
Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.
"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
