Retirement is a beat that’s covered extensively by InvestmentNews, and this week is no exception. Beginning on page 16 and continuing on page 18, the Planning section showcases the widely followed and ever-popular Mary Beth Franklin and Ed Slott.
In addition to her weekly On Retirement column, Mary Beth spotlights readers’ very specific Social Security questions from her inbox. She started sharing these INmail missives about a year ago and the response has been favorable and appreciative.
On page 18, Mary Beth delves into disparities in the retirement preparedness of Black and Hispanic Americans compared with white Americans. No wonder she was a finalist in 2020 for a Neal Award for the best range of work on a selected subject.
Another IN favorite is the ubiquitous Ed Slott. He examines the current state of required minimum distributions on page 18. Two earlier stories analyzing confusion surrounding the IRS’s 10-year rule are IN’s most-read articles year to date.
Contributing editor Fred Barstein provides thoughtful analysis of issues affecting retirement plan advisers and offers an overview of top news in his video series, 401(k) Real Talk.
Finally, Emile Hallez breaks retirement news daily. His story on page 3 challenges conventional wisdom around Roth IRA conversions. His recent story on how Congress’ inaction on Social Security could cost clients two months of pay was one of the most-read stories online in June.
Next time I fill in, I’ll sing the praises of our tech team.
Sharing a bullish outlook, fixed income strategists say they're "not terribly concerned" over a proposal to scrap the muni bond tax exemption.
The estate planning-focused platforms are reinforcing their leadership with an executive hire and a new AI-powered capability.
The state's order is a step in negotiating a potential fine with the firm.
The state's attorney general warned Goldman, JPMorgan, BlackRock, and other heavyweights of possible legal consequences to their diversity policies.
Financial advisors generally agree with a recent survey of economists that the odds of a recession in 2025 remain small.
AssetMark Group CEO explains why the great wealth transfer, succession planning, and personalization will be key for advisors in the new year.
A trust delivery model not only increases the value of an advisor and a firm but is also a natural addition to any firm’s succession plan.
