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Morgan Stanley sees slower fee-based asset flows on fiduciary rule delay
Flows to advisory accounts, while still higher than the start of 2016, dropped off more than 20% from Q2 and were the lowest in a year.
Building blocks of special needs financial planning
Long-term special needs financial planning can be challenging, especially with the complex legal and governmental issues surrounding disability.
Retirement Planning is Possible While Caring for a Child with Autism
Without question, parenting a child with autism comes with a unique set of circumstances that can only be…
Retirement planning challenges under tax reform
Losing big deductions, even in lieu of a larger standard deduction, may cause taxes to rise in retirement.
Lawsuit filed against first state auto-IRA program
The ERISA Industry Committee is seeking an injunction against the program's new reporting requirements.
Social Security benefits to increase by 2% in 2018
Largest cost-of-living adjustment since 2012 may be offset for some by higher Medicare premiums.
Prudential wins appeal of 401(k) fee lawsuit
The case serves as a reminder to 401(k) record keepers that they may be considered fiduciaries even without exercising discretion over plan assets.
Funding options for long-term care
Funding options for long-term care include Medicaid, Medicare, or private insurance. But there are others – find out what they are
GOP tax battle looms over wealthy Americans
Debate rages over whether or not to repeal the estate tax and AMT, plus whether cuts should be temporary or permanent
Trump moves to undermine Obamacare
President's order directs agencies to write new rules for insurance.
401(k) referrals rare from wealth managers despite DOL fiduciary rule
There are still many obstacles, especially for retirement plan advisers within independent broker-dealers.
What can Tabasco sauce teach advisers about 401(k) loans?
Decreasing the number of loans that can be tapped at once is just one way to lower 401(k) borrowing.
Thank Richard Thaler for that bigger nest egg
How the Nobel Prize-winner's theories have boosted participation in retirement plans.
How to pay for long-term care? Several funding options exist
There are alternative ways to fund long-term care if you need it, even if you’re not a millionaire
Medicare rules are needlessly complex
The BENES Act would streamline enrollment, minimize coverage gaps and help seniors avoid paying costly penalties for missing deadlines.
A primer on stable value funds for retirement plan advisers
The so-called 'safe' investments have a few quirks that make them much different beasts from money market funds.
Pew survey finds support for state auto-IRA programs
After having a typical state role in such programs explained to them, 64% said they support state sponsorship.
How We’re Investing in the Search for a Cancer Cure
I hate cancer. I’ve lost one too many friends to this insidious disease and I’ve made it…
Stay up on Medicare enrollment with annual reviews
Navigate yearly changes that could affect your coverage and costs.
Trump tax plan draws concerns of GOP budget hawks
Sen. Bob Corker, R-Tenn., said the White House is showing 'softness' when discussing how the tax cuts will be paid for, such as by repealing the state and local tax deduction.
