Higher ‘magic number’ reflects inflation, longevity and rising uncertainty about retirement security.
Private markets have remained out of reach for the average American saver until now, says Daniel Cahill, head of U.S. defined contribution at asset manager Partners Group.
As advisors shift from a product‑centric mindset to one focused on client outcomes, they’ve become more open to bringing annuities and life insurance into a single, integrated planning conversation.
Rising interest rates are not helping Uncle Sam's budget woes. Should retirees worry about their Social Security payments?
Senator’s comments dismissed as ‘disappointing’ by advocacy group.
Nationwide survey research finds four in five investors see taxes rising ahead, but only a minority acting now to soften the impact.
The proposal, which offers plan sponsors a process-based safe harbor to curb ERISA lawsuits, comes as private-credit volatility raises fresh questions for advisors and their clients.
A second residency is no longer just a luxury item for high-net-worth investors. It’s now a form of portfolio insurance.
Americans grow more concerned about retirement taxes, with Gen X leading the surge in worry.
Transatlantic alliance with UK’s L&G includes distribution and investments to boost global wealth solutions offering.
IRAs maintained their dominance, while DC plans rose modestly in the fourth quarter and mutual funds continued to anchor account-based savings.
The proposal by Warren and dozens of other lawmakers would add a 2% annual levy on net worth above the threshold, plus an extra surtax for billionaires.
April 15th is only a calendar page away. Advisors offer their top last-minute tax tips to save clients money before it's too late.
Deal unites firms with 12M customers and $1.5T AUM/AUA, targeting growth, scale and $500M synergies.
An oil shock and inflationary pressures have some wealth managers comparing this period is reminiscent of the 1970s.
Certified divorce financial analyst Michelle Smith highlights the financial issues women need to know while going through divorce proceedings.
Wealth managers offer tips on keeping retired clients calm as the Iran war rattles the market.
Confidence rises as flexible work, planning and cost pressures reshape retirement timelines.
Retirement is a creative journey, not a textbook exercise. The authors of 'Your Retirement Sketchbook' explain how to enjoy the trip instead of dreading it.
MissionSquare’s head of fixed income speaks with InvestmentNews.
