There are some variables under clients' control that they can use to bring down their total Medicare costs.
The average 401(k) gained for the second quarter in a row, inching up 2% in the third quarter.
One year after the Bipartisan Budget Act of 2015 was signed into law on Nov. 2, advisers and clients still brushing up on new rules.
The 401(k) ratings provider has been snapped up by an asset management data and research provider that's also the parent company of a publication for financial advisers.
How to minimize the chance of a late rollover.
Plus: How Clinton and Trump won't save Social Security, more scrutiny for sales charges, and taking the 5% challenge.
By paying for things they absolutely need with income sources that won't run out, clients can enjoy the best treat of all: peace of mind in retirement.
CEO says the commission model, which will require more compliance work on the company's part, serves both clients and advisers well. <b><i>(More: <a href="//www.investmentnews.com/section/fiduciary-focus"" target=""_blank"" rel="noopener noreferrer">The most up-to-date information on the DOL fiduciary rule</a>)</i></b>
The Democratic presidential nominee is proposing higher taxes on Americans who make more than $250,000, including a 4% “fair share surcharge” on incomes over $5 million a year.
Miniscule benefit hike won't protect seniors' buying power.
Expecting a 5% or higher return? You better get used to disappointment, according to a new report.
Following on a rule issued over the summer concerning state plans, the DOL is forging ahead with one governing city-based programs.
Expecting a 5% or higher return? You better get used to disappointment, according to a new report.
Commonwealth Financial Network late Monday said it would stop offering commission-based products in IRAs and qualified retirement plans, making it the latest BD to move more decidedly toward to an advisory platform to avoid what some see as the more onerous provisions of the Labor Department's fiduciary rule.
While financial institutions are able to sell deferred-income and immediate annuities under a less onerous exemption, some are opting to sell under BICE to keep certain compensation arrangements intact.
'This first set of FAQs will focus on some of the questions that have been raised in connection with the exemptions,' Borzi said. <b><i>(More: <a href="http://www.investmentnews.com/section/fiduciary-faq" target="_blank">A comprehensive, searchable database of advisers' fiduciary FAQs</a>)</i></b>
Determining adviser compensation under BICE is likely the "single most complicated thing" in the rule, according to attorney Fred Reish.
Retirees lost $140,000 after Christopher Ariola unduly concentrated them in energy, gold.
A China Oceanwide investment platform will pay $5.43 per share, the companies said.
Miniscule benefit hike won't protect seniors' buying power.
