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Longevity, rising costs make preparing a solid health-care budget next to impossible. <b>(Related read: <a href="//www.investmentnews.com/article/20160413/BLOG05/160419958/health-care-costs-squeeze-retirement-savings"" target=""_blank"" rel="noopener">Health-care costs squeeze retirement savings</a>)</b>
Most don't expect they could pass a hacking-preparedness test if the SEC came knocking, or even know all the compliance factors they are responsible for, according to a new Financial Planning Association study.
But high-income retirees might pay more, get less.
Make sure clients are accessing their accounts or otherwise taking steps that would deem their accounts active.
Yet another slowdown in growth comes as the industry faces increasing regulatory costs related to the <a href="http://www.investmentnews.com/section/fiduciary-focus" target="_blank">DOL fiduciary rule,</a> according to an annual benchmarking study by <i>InvestmentNews</i>.
Adapting to regulatory changes has been a struggle, meaning the nontraded REIT industry's worst fears have come true.
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Embracing the reality of where the money is headed.
In some traditionally expensive housing markets, higher incomes were outflanked by rising housing costs.
The former Park Hill Group executive pleaded guilty to defrauding investors of more than $38 million.
Income growth rates of African Americans have outpaced those of non-Hispanic whites, and many could use a planner to help dispel unhealthy money beliefs.
The fintech start-up is creating an investment platform that uses a proprietary algorithm that considers women's earlier salary peaks and longer life spans.
Increasing collaboration is at the top of the agenda for the new president of the North American Securities Administrators Association.
As money managers face growing fee pressure from institutional customers, CEO Christine Hurtsellers is actively shifting her firm's focus to strategies that earn more.
Plus: Goldman lowers the odds of a September rate hike, oil's bad day, and taxes worthy of your hatred