Displaying 7768 results
Wells Fargo struggles to attract 401(k) business in wake of banking scandals
Advisers say clients are wary of selecting Wells Fargo for record-keeping and investment-management services due to reputational risk.
LPL closing Worksite Financial Solutions 401(k) platform
Some LPL advisers feel the firm is offering less support to retirement plan specialist advisers.
Financial advisers must manage retirees’ aversion to risk with behavioral finance skills
Advisers should be ready to prepare older clients for an altered game plan.
Divorce 2019: How to use IRAs and 401(k)s to ease future alimony planning
A change in the tax law could now help both parties.
Countdown to retirement
Reviewing key deadlines with a group of friends at age 64
Insurers becoming more stringent with long-term-care policies
This is both good and bad news for advisers — clients may be declined coverage more often, but those with policies may see fewer rate hikes.
All is not lost when it comes to the mortgage interest deduction
The tax reform law's two significant changes to the way taxpayers deduct interest on loans related to their home both contain exceptions
Chattanooga pension fund accuses Wells Fargo of fraud in revenue sharing
The Chattanooga Fire and Police Pension Fund's allegations involve rebates of revenue-sharing from mutual funds
Bill Kline out as head of Gallagher’s $55 billion retirement-plan aggregator
Said new CEO wanted to put in his own team as part of a reorganization.
Social Security’s most confusing rules
Workers' age and marital status determine their claiming options.
What are the business priorities of elite 401(k) advisers in 2018?
Managing the firm's operations and employees appears to be the standout.
Four challenges in using annuities for retirement planning — and how to overcome them
Annuities are confusing, and retirement savers worry about market volatility and want the freedom to spend their savings as they choose.
Auto features boost plan participants’ retirement income replacement level
Participants who are auto-enrolled are on track to replace more of their income in retirement, Empower survey shows
Asset managers shift 401(k) distribution toward RIA aggregator firms
That could mean fewer wholesalers calling on individual advisers in the field.
Advisers push retired clients to embrace investment risk
Dealing with clients' anxiety explaining that retiring is different from dying.
The worst possible time to retire
Market performance in the first few years of retirement determines financial security throughout one's golden years. Here's why the outlook for people retiring today is concerning.
Recent rule changes to boost retiree health costs
New analysis quantifies the effect on Medicare premiums and Social Security benefits.
Advisers need this new approach to aging clients
Addressing longevity will be key to how financial advisers serve clients in the future.
America is turning out more millionaire retirees than ever
Retirees are healthier as well as wealthier, and they're watching a lot more TV.
Countdown to retirement
Reviewing key deadlines with a group of friends
