Why your employer's switch to lump sum contributions could make you miss the market rally
New retirees are scrambling to get by in one of the least retirement-friendly countries in the developed world
Don't overlook the implication of state income taxes, ordinary income or capital gains
Independent advisers cannot afford to spend 2014 on the sidelines. The regulatory burdens facing our industry will not ease up unless we all stay focused, regardless of the political circumstances.
<i>Breakfast with Benjamin:</i> How stocks reached a record, who's joined the fast food breakfast battle, Warren Buffett boils it all down and who is @gselevator 'tattletale'?
Challenge for advisers working with these clients is to warm them up to risk.
The latest benefits optimizing software is free.
The momentum is much clearer now just by exploring the digital streams emerging from industry conferences like Morningstar, Schwab, T3 and TD Ameritrade. Check out three "tipping points."
The native approach keeps essential data centralized on one platform.
Don't get greedy when trying to maximize Social Security benefits for your clients. Beneficiaries are entitled to only one claim per person. <i>InvestmentNews</i> contributing editor Mary Beth Franklin has the details.
Payments to spouse and children may be reduced.
More lawyers, chiropractors, insurance agents and others are running for elected office to help safeguard their professions from forces opposed to them. It's time financial planners did the same. Here are some tips.
Running for political office comes with risks for advisers, but also has an upside for the financial advice business
Getting past the fundamentals of having a digital presence can take time in our industry. Thankfully, the momentum has picked up from regulators during the past two years, offering more functional guidance. Likewise many individuals and firms have been experimenting enough to be prepared to graduate to the next level.
As stewards of their clients' financial security, investment advisers and planners must keep a vigilant eye on companies altering their 401(k) plans in ways that hamper clients' ability to save for retirement properly.
FAStech Cup competition at recent T3 conference features students from seven universities.
<i>Breakfast with Benjamin: </i>The average 401(k) balance tops $89K. Plus: Comcast buying Time Warner, Fink likes emerging markets while Buffet shuns Graham Holdings, California drought hits agriculture stocks, and the ultimate smart car.
Changes including raising full retirement age, making more income subject to payroll tax gain support.
