Industry veteran Craig Hawley set to take over as leader of Nationwide Annuity pushes through with retirement.
A long-enshrined tax exemption to municipal bonds could end up scrapped if the 45th president gets his way.
With more than $4b in retirement assets planned per year, the firm is putting even more advanced strategies within advisors’ reach.
With tens of billions in funding, the federal tax agency has waged a collection campaign against thousands of delinquent seven-figure income-earners.
New research finds nine-tenths of adults aged 50 and older have felt its impact in the past year, with some cohorts reporting an outsized burden.
More than a third of financial assets are currently in workplace retirement accounts, creating a rich pool of opportunity for future-focused advisors.
Quarterly index research reveals heightened worries over inflation, politics, and market turbulence in the next 12 months.
BlackRock survey exposes gender and generation gaps even as six-tenths of workplace savers feel financially on track.
Survey research showcases the value of financial advice for high-net-worth individuals, Black Americans, and next-gen investors.
The firm breached Finra rules when it directed some $2.9M in compensation to go to an unregistered entity, the regulator said.
‘I feel like the industry is way ahead of where Americans are in the discussion of retirement income,” says SageView advisor.
The firm’s failure to flag a rogue representative’s unapproved transactions led to more than $7.2M in losses for at least 30 customers, says Finra.
A New Orleans-based appeals court is set to decide on a DOL rule that could impact $12T and more than 150 million workers and retirees in retirement plans.
More retirees are discarding traditional strategies as higher expenses and obligations put them on the financial back foot.
The agency says threats are evolving and require action.
The company is the latest targeted over annuity deals with Athene Annuity and Life Co.
Advisors have opportunities to help clients and their children handle wealth transfer.
Despite 91 percent being in a workplace savings plan, uncertainty over saving, debt, and other issues are making healthcare employees doubtful.
The amendments aimed at fostering a more tailored approach to disclosure for non-variable annuities sparked concerns for one dissenting commissioner.
Most people don't plan bequests and many unnecessarily cut back on discretionary spending in retirement, according to a paper from an industry group.
