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Presidential candidates can’t ignore Social Security
Exhaustion of disability trust fund in 2016 should force discussion of long-term financing issues.
Duty of due care and robo-advisers
Investment advisers have a fiduciary duty to act in the clients’ best interests. As it applies to the…
Americans more ready for retirement than ever
Compared to other nations, we have a substantial head start in building a sound, funded solution for the challenges of aging populations
Managing the convergence of compliance and technology
A common thread across technology-driven breaches is the failure of firms to establish and enforce policies and procedures.
6 ways advisers can benefit from the avalanche of technology advancement
Don't underestimate the impact digital technology can have on the advice industry.
No government shutdown — for now
Bad news is that lawmakers once again opted for a short-term stopgap and avoided tackling the tougher issues
Mary Jo White has earned a B- as SEC chairwoman
Heading a huge, highly visible agency in the wake of a financial crisis results in ups and downs for Mary Jo White.
The end of discounts for FLPs?
The IRS is revising the rules related to valuing interests in family-controlled partnerships
Model fee disclosure misses mark
Regulators need to forget the soft stuff and tackle matters of consequence.
Women and retirement planning: Walk a mile in her shoes
Book offers advisers insights on connecting with female clients.
Complex Social Security rules for divorced spouses
You must be single to collect spousal benefits on an ex.
Increase SEC exams of RIAs
Regulatory exams should be just as frequent for advisers as they are for brokers.
Should the Financial Planning Coalition support the DOL’s fiduciary proposal?
A two-sided debate about the FPC's stance on the proposed fiduciary rule.
How to shop smart during Medicare annual enrollment
This is the time of year when everyone on Medicare can reevaluate features of their plans to see if they're getting the best coverage at the best price.
Exit fees in times of market stress: A solution in search of a problem
Allowing mutual funds to flip a switch and turn on exit fees for investors on a moment's notice seems reactionary and short-sighted.
7 risks for retirement income planning
Those entering retirement are crossing the threshold into an entirely foreign way of living, where they are vulnerable to several hazards.
A hands-off investment approach is best — even in volatile markets
Money is like soap: The more you touch it, the smaller it gets
Roth IRAs: Supersaving for college
Popular retirement vehicle has several advantages over a traditional 529 plan in many cases
Worst-case scenario for Medicare premium hike in 2016
Medicare premiums have been rising twice as fast as Social Security COLAs.
Why financial advisers shouldn’t ignore millennials
They're young, they're sharp and they present a huge opportunity for advisers.
