'Most voters didn't realize the millionaires tax included one-time sudden windfalls like the sale of a home,' one advisor says.
J.P. Morgan Asset Management survey reveals greater role of employers in workers' financial well-being.
The firm is expanding its focus on wealth management and retirement plan advisory.
Burlington, Massachusetts-based Affinia has 10 professionals overseeing $418 million in assets.
State launches 9% rate for high earners.
The digital record keeper now has $9 billion in AUM across 40,000 customers.
While prices for some essentials continue to increase, it's likely that the cost-of-living adjustment will be much lower than 2023's.
In fiscal 2023, grants were up 11%, surpassing $2 billion, according to the sponsor of donor-advised funds.
Judge rules on Epstein-related lawsuit.
Few 401(k) plans have such features, but product providers expect that to change.
Only 10% of non-retired Americans plan to wait until they're 70 to receive the maximum Social Security payment, Schroders survey finds.
BofA report paints two conflicting pictures of the state of retirement savings in 2023.
ESG-themed funds named in the case are only available through a brokerage window, the defendant noted.
Without proper estate planning, 58% of respondents have experienced family disputes and having assets fall under court control.
Legislation would extend spousal protections used in pensions to defined-contribution plans.
New research shows that mental deterioration hits some groups of retirees harder than others.
Next year, more employers will start offering 401(k) matches for workers who don't contribute but are paying down loans.
Survivors can apply for a refund of the deceased person's unused premiums.
Survey reveals how people believe they will cope in their senior years, and the gaps that exist.
'If you’re expecting any meaningful legislation to emerge from all the Republicans’ talking points, think again,' says Washington Research Group's John Miller.
