The Wealth platform is designed to help clients better manage their legacies by creating plans online through a combination of proprietary legal documents and encrypted digital vaults.
Rising inflationary pressure around the world is fueling concerns about the ability of the global economy to weather any sustained period of higher financing costs.
The tool will help participants in the firm's SmartRetirement funds withdraw a portion of the money they have invested each year after they retire.
One important aspect of retirement planning that hasn’t changed — and is likely never to change — is the need for advisers to be forthright with their clients, especially about matters relating to longevity and income adequacy.
Many middle-aged Americans are bringing up their children while caring for aging parents, and placing their own retirement needs on the back burner.
Carbon Collective caters to employers that think 'slightly less bad is just not good enough.'
Pontera, formerly known as FeeX, allows advisers to work with client accounts that are held away from the firm, like 401(k)s.
Sen. Sherrod Brown says PE has a track record of 'undermining pension and retirement programs.' The American Investment Council praises PE stewardship of insurance firms.
Pensionmark, an RIA and retirement consultant that supports more than $80 billion in assets, is headquartered in Santa Barbara, California.
The DOL has clarified its earlier advice on this topic, stressing the responsibility of fiduciaries whose plans offer private equity investments.
Global Shares, which will be integrated into the bank's asset and wealth management arm, has almost $200 billion in assets under administration and roughly 600 corporate clients.
A new report shows that even a brief period of inflationary pressures will have long-term impact on expenses.
Vanguard was forced to sell as much as 15% of the assets in retail target-date funds, resulting in substantial capital gains taxes for investors who held the funds in taxable accounts, the lawsuit asserts.
Attending sessions on such topics as budgeting and investing can encourage workers to increase the amount they save in their 401(k)s, an EBRI study shows.
As inflationary pressures mount, retirement savers are looking for solutions that offer growth opportunities while limiting downside risk.
With most broad market indexes nestled into correction territory, financial advisers are steering clients toward Roth conversions in a tax management move.
The agency 'has serious concerns about the prudence' of exposing plan participants' retirement savings to investments that carry 'significant risks of fraud, theft, and loss.'
Both new and existing retirees face the challenge of generating steady income in the low-interest-rate environment, which calls into question the traditional 60/40 investment strategy.
J.P. Morgan Asset Management says that advisers should plan for 35 years in retirement for clients, rather than the previous 30 years, as average life expectancy continues to increase.
The number of small businesses is growing, in some part due to unhappy workers leaving jobs to set up shop on their own. That has led to more startup 401(k) plans.
