Analysis warns proposed $20,000 deduction for married couples would only add to projected $3.9 trillion revenue loss, among other consequences.
Cross-currents from inflation, the stock market, and demand for protected growth are converging into a mixed picture, says Limra.
The fintech provider's new collaboration will help the $166 billion RIA's advisors holistically manage more of their clients' wealth.
Citi Wealth unveils new role for fiduciary investment just as JPMorgan's asset management arm welcomes experts to boost retirement business.
Private equity is illiquid, hard to value, and expensive. Yet it could be useful within target-date funds, and the industry may be lobbying the Trump administration to get into the 401(k) market meaningfully.
The Atlanta-based firm is raising its appeal to the affluent with a newly created position within its family office and ultra-high-net-worth division.
Financial advisors are still battling inflation in client accounts despite the Fed's best efforts.
The outgoing president has signed into law the bill aimed at eliminating reductions to Social Security benefits for millions of public-sector workers and beneficiaries.
A $5.9 billion pension liabilities transfer Verizon made last year to Prudential and RGA is at the center of the latest lawsuit over pension-risk transfers.
Two long-standing rules "detested" by millions of public-sector workers for the reductions they make to Social Security benefits may soon go away at a cost of $190 billion.
The hybrid RIA is going all in on the retirement plan advisory space with its latest veteran hire.
The fintech firms' latest RIA collaborations promise to help firms and financial professionals unlock deeper client relationships with holistic plan advice
The newly introduced act in the House of Representatives takes aim at one confusing process for 401(k) plan participants weighing their distribution options.
Americans estimate the value of their digital assets in the hundreds of the thousands of dollars. Advisors don't all bring it up, but digital estate planning is timely, especially with bitcoin exploding and a major social media site approaching a ban.
Advocacy group argues the measure, set for approval by the Senate, disproportionately favors certain public workers while risking the stability of the program.
People were blindsided during COVID with $30,000 tax bills, says advisor.
Higher stock valuations and lower yields from fixed income support the case for a more conservative approach, finds Morningstar Retirement analysis.
The settlement, stemming from accusations of underperforming Wells Fargo target-date fund investments affecting some 300,000 plan participants, is considered among the largest of its kind.
Survey research unpacks the different financial concerns, realities, and regrets shared by women retirees and workers.
