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Employers say employees are ready for retirement but employees disagree
37% of participants 50 and over say they will retire later than expected.
After Dave Ramsey unleashes on 4% rule, advisors unleash on him
Prospects who are fans of the radio host can be turned off by criticisms of his guidance, so it can pay to be diplomatic in critiquing his 8% rule.
How having kids can make clients richer
Raising children is fulfilling in its own right, but it can also lead to improved financial behaviors.
Are retirees’ nonworking assets dragging them down?
It's important for retirees to consider downsizing their home or selling the unused vacation home to streamline their financial life and shed assets that cost money to maintain.
Before the ball drops on 2023: Advisors’ year-end checklist
Before kissing 2023 goodbye, advisors had better check a few things off their to-do lists.
Pension funds have lost market share among 100 largest asset owners with $23T AUM
Report reveals the owner groups that are jostling for pole position globally.
Latest in 401(k) litigation: Cap Group sued, MetLife to pay $4.5M settlement
Settlements and new cases continue as law firms claim asset managers did wrong by using their own products.
DOL proposal starts where Reg BI stops
Opponents say the DOL’s proposed rule overrides Reg BI by imposing fiduciary duty on brokers working with retirement savers. Backers say the measure fills in Reg BI’s gaps in investor protection.
Oklahoma sued over anti-ESG law
A former state employee is challenging a state law that targets financial firms, including BlackRock and JPMorgan Chase, for their climate change policies.
More Americans are tapping their retirement accounts in current hard times
But Fidelity research also reveals encouraging long-term savings behaviors.
Will employers pass the college planning test?
As federal student loan payments resume, parts of the SECURE 2.0 Act will soon make it easier to save for college or contribute to a 401(k).
Year-end QCD mistakes to avoid
The great tax benefits of qualified charitable distributions can be forfeited if the rules aren't followed.
Retirement plan contributions slipped in 2022, survey shows
Participation in plans remains strong, even if it's down from record-high levels seen in recent years, according to a Plan Sponsor Council of America survey.
These clients will make retirement planning a breeze, Goldman study suggests
Behavioral finance research reveals the traits that typically lead to the best retirement mindset.
Provisions to kill DOL fiduciary proposal add to uncertainty
The Department of Labor stopped another financial industry attempt to slow the measure by declining to extend the public comment deadline of Jan. 2.
Federal pension funds exclude Hong Kong
The largest retirement funds already exclude Mainland China.
The 4% rule is back, but it’s not really a rule
A 4% withdrawal rate in retirement can be a place to start, research from Morningstar suggests, but one planner calls it 'simple and dangerous.'
Employers are taking the reins when it comes to HSAs
PSCA study reveals increase in popularity but advisor says accounts are a 'real struggle' to understand.
Long-term care: An uncomfortable but necessary conversation
Insurance can be expensive, and clients should be aware of all options and how to use coverage when the time comes.
Older clients at high risk of cybercrimes, lost $3.1B in 2022 alone: Report
Lower levels of digital literacy among older Americans leave them vulnerable.
