Mr. Oxley was chairman of the House Financial Services Committee in the 2000s and promoted a self-regulatory organization for advisers.
<i>Breakfast with Benjamin</i>: The specific things to watch for in today's jobs report that could influence the Fed's decision on interest rates.
Couples need to be aware that prenuptial agreements are not always iron-clad.
File and suspend available for six more months.
Even those with plans save the maximum and few set aside money in IRAs or Roth IRAs.
Schwab Retirement Plan Services is trying to get advisers more involved in 401(k) managed accounts through a new service for customized fund selection and portfolio construction for participants.
Brian Kovack wants to make the organization more effective without antagonizing firms that are doing the right thing
Chairwoman White testifies before Congress about next steps and factors to gauge investor sophistication.
Retirees will need to account for income shortfalls now that two popular Social Security claiming strategies are coming to an end.
More companies may want to get rid of liabilities by offering participants a chance to take their pensions all at once if budget deal goes through.
Loss of file and suspend and some spousal benefits could catch near-retirees off guard.
Social media has transformed the way we do business, and the way clients and prospects find and engage with their advisers.
It's a familiar scenario. After months (and in some cases years) of contemplation, research and discussions, an adviser has finally decided to switch firms. The adviser is ready to engage with the prospective firms and their recruiters. Now what?
<i>Breakfast with Benjamin:</i> Another debate full of heated clashes &mdash; including with the moderators &mdash; but the candidates who rose to the top were not the usual suspects.
A new deal reached by President Barack Obama and congressional leaders would end strategies that retirees are using to get more money out of the Social Security system.
A new study from Georgetown University found that working past 15 to 20 hours per week "can harm academic performance."
While 60% of men cite spending more time with their wives as one of the strongest motivations to retire, just 43% of women say the same.
Congressional budget deal provision could affect current and future retirees.
Jacob Cooper, founder of San Diego-based RIA Total Wealth Management, built his business to over $100 million in assets and more than 600 clients. Last week, a court-appointed receiver in a case brought by the SEC determined that more than $44 million of those assets are likely lost.
