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Plaintiffs win in Tibble vs. Edison 401(k) fee case
After a decade of activity around the lawsuit, including a hearing before the U.S. Supreme Court, judge rules a prudent fiduciary would have invested in institutional shares.
Fired UBS adviser revives Palm Beach scandal
Craig Price claims he was fired for speaking up about the abuse of a trust fund.
Baby boomers dominate housing market, leaving millennials out in the cold
A simmering conflict is brewing between the two biggest generations in U.S. history.
The best and worst states for growing old
Plus, find out how the median monthly cost of an assisted-living facility compares from state to state.
401(k) DCIOs: Some are folding, holding and doubling down
It behooves plan advisers to pay attention to their asset-management partners, because advisers rely on them for marketing and practice management support and guidance.
How to select the right TDF for a 401(k) plan
A fiduciary process involves a full understanding of what should be done, rather than what can be done.
How to fund a Social Security delay
Several strategies can cover the gap to help clients claim a bigger benefit later
Manulife cites ‘challenging’ businesses amid spinoff talk
The company may seek to exit its John Hancock unit in the U.S.
Your financial adviser may be charging you too much
Looking solely at the median cost of hiring an adviser can be deceiving.
Investors pour money into bonds, international in July
U.S. stocks? Not so much.
DOL fiduciary rule: Indexed, variable annuities big winners of a proposed delay
Indexed annuity distribution would have been upended in January, but a delay preserves the status quo.
HUD budget wording may threaten reverse mortgage protections
Senators seek clarification on 2-year-old rule that gave surviving spouses certain rights.
How one 401(k) adviser is successfully prospecting clients under the DOL fiduciary rule
The approach leverages relationships with property and casualty insurance brokers.
What would Steve Jobs do if he ran the 401(k) business?
The Apple visionary would get customers to buy the latest product, simplify share classes and create a seamless retirement-plan ecosystem.
Good health is key to retirement security
Incorporating health-care costs into retirement plans can boost an adviser's value.
As longevity stalls, corporations enjoy a windfall on pensions, benefits
Firms are cutting the estimates of what they'll have to pay retirees, and in some cases, it adds up to billions.
Health care reform could affect muni bonds
How might proposed health care reform affect municipal bond credit quality? James Dearborn explains.
Vanguard outsources some 403(b) record keeping to Newport Group
The firm touts added benefits of the arrangement, but some smaller-balance account holders will wind up paying more.
Financial advice industry has a role in opioid crisis
It's up to financial advisers to keep clients safe from financial fraud or exploitation at the hands of a loved one who is trapped in the clutches of addiction.
One family’s story of addiction and finding their way out
Cathy was on the back stoop again, smoking cigarettes and talking on the phone. “I will never…
