A 68-year-old widower claims wirehouse did insufficient due diligence on the troubled money manager.
DOL should craft an exemption for when a fiduciary retirement plan adviser is called on to assist with a rollover decision
Women often need to get up to speed on finances in a fire-drill fashion and make some very critical decisions following widowhood or divorce.
Ex-spouse can claim independently and is not subject to family maximum limit.
Are you a prudent saver, or has over-saving become a pathology?
<i>Breakfast with Benjamin:</i> An economist says Janet Yellen and the Fed are too chicken to raise rates, but at the same time the FOMC is trying to reassure markets that rate hikes will be slow and deliberate.
Both older nonworking wife and younger employed husband can lose benefits.
Report shows an opportunity for advisers with this expertise.
Defined benefit plan sponsors can no longer replace annuity payments with lump-sum distributions to retirees and their beneficiaries.
Small plans desperately need advisers to increase understanding, build an education policy and educate participants.
Attorney General Loretta Lynch announced Wednesday that federal marriage benefits soon will be available to same-sex couples nationwide following the Supreme Court ruling in Obergefell v. Hodges on June 26.
More gay couples than ever will have access to Medicare benefits, but certain rules apply.
Proposal would require brokers working with IRAs and other retirement accounts to act in their clients' best interests, increasing the number of financial advisers who are deemed fiduciaries.
Cashing out your 401(k) is a bad idea at any age, but it can really hinder millennials and Gen X-ers from achieving their retirement goals.
Exams add scrutiny to an industry debating proposals that brokers act in client's best interests.
<i>Breakfast with Benjamin</i>: If you've got a really strong stomach, the time looks ripe to buy the fear and jump into Greek equities.
Third-Party Fiduciary Services charges a 3 bps fee to enable retirement plans and advisers to outsource their fiduciary responsibilities.
Unraveling complex financial and legal plans will be an important step for same-sex couples, whether they are already married or considering tying the knot.
A look at the economic relationship of marriage following the Supreme Court decision making same-sex marriage legal in all 50 states.
Senior citizens should be prepared for the next set of challenges facing them, including transportation needs and protection from financial abuse.
