Long-fought legal battle between Lockheed Martin and a group of its retirement plan participants will finally go to trial in December after the plaintiffs were granted class action status.
Critical to find outsourcing partners who have the necessary expertise, are trustworthy, and can help improve an adviser's business
Firm's head of retail, Robert Okin, resigned last week. On his BrokerCheck page, he says that he "intends to vigorously defend himself if charges are filed."
Embracing unifying technology that fortifies practices will help independent advisers secure their businesses' futures.
One question to ask: After the death of a spouse, are you goals still the same for your monthly benefit?
Projected shortfalls still a concern in updated report
These retirement plan designs can help highly-paid employees sock away more for retirement and reduce their tax burden
State rules on insurance affiliation complicate fee-only status for some CFPs.
President directs Department of Labor to propose rules by the end of the year to provide a “clear path” for states.
Women are expected to control two-thirds of the nation's wealth by 2030. Here are some of the surprising facts about the way they use their money.
The program was designed for an old-style one-earner family, so navigate its rules with care.
Advisers who have the patience, empathy and courage to sift through what matters most to powerful female clients can help them create a plan for success that's likely to make them clients for life.
Struggling adviser social network will focus its efforts on growth in Europe.
LPL Financial last month was hit with a $2 million fine, and ordered to pay $820,000 in restitution, for failing to maintain adequate books and records documenting variable annuity exchanges.
Tech may not drive an adviser's profitability, but it's essential to building a practice
Blame it on family maximum limits, not sexism.
Individual retirement account beneficiaries can continue to stretch distributions over a lifetime, as the Senate dropped a provision in its highway funding bill that would have required those distributions within five years of the death of the original account holder.
Despite gains, steep learning curve remains on investing and cash management.
