Sens. Ben Cardin, D-Md., and Rob Portman, R-Ohio, have introduced the Retirement Security & Savings Act (S. 1770), which they believe will strengthen Americans’ retirement security and which is virtually identical to a bill they introduced last year.
The bill includes more than 50 provisions to help people set more aside for their retirement, help small businesses offer 401(k) and other retirement plans, expand access to retirement savings plans and provide more certainty and flexibility in retirement.
The bill text can be found here.
TIAA survey finds 53% of Americans worry about running out of money, as AI and medical advances scramble retirement income planning.
Two wirehouse veterans choose advisor-owned model as independents target ultra-high-net-worth clients beyond portfolio management.
Guardian's Nancy DeRusso tells InvestmentNews how advisors can help close the 'longevity gap'.
Goldman Sachs retirement survey finds 83% want guaranteed income, while the annuities providing that income increasingly hold private credit.
The AI meeting assistant's Advisor Intelligence plugin turns client conversation data into annual reviews, tax scans and attrition alerts.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
