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LPL recruits $260 million group focusing on 403(b) plans
The diverse practice in Albuquerque, New Mexico, is led by financial advisor Angelo Burns.
Planning for retirement? Here’s what you should know
Advisors gives retirement advice ahead of RIA LABS webinar.
NFP acquires Divergent Wealth Advisors
$675 million team headed by ex-Morgan Stanley alumni helps firm build presence in the West.
Social Security rules on kids’ benefits
Caregiving parents may receive benefits regardless of their age.
The puzzle posed by annuities
Perhaps the lack of demand among clients is a function of a lack of understanding of annuities among advisors.
TIAA hires six new leaders for wealth management team
The executives, all of whom are joining from other firms, will complement TIAA's current staff 'to help clients prepare for retirement and reach their financial goals,' an executive says.
Political clock ticks as Labor readies next version of fiduciary rule
The measure is likely to make a rollover recommendation a fiduciary act. But if the agency doesn't complete the measure soon, it's vulnerable to being overturned by the next Congress and White House.
Why you should be offering ‘unretirement’ planning solutions
Millions of Americans plan to return to work for financial or social reasons.
New strategy in 401(k) litigation: Ask for settlement before suit is filed
Law firm Lieff Cabraser is reportedly busy sending letters to plan sponsors.
Carlyle takes stake in Captrust
After GTCR's 2020 deal for a portion of the RIA, additional private equity money will help the firm continue its buying streak.
‘Financial vortex’ threatens undersaved workers, Goldman says
Report shows financial challenges could reduce US workers' retirement savings by up to 37% over the coming years.
JPMorgan shares why advisors should serve needs of diverse investors
Black and Hispanic women are gaining confidence in their investing knowledge.
Diverse Americans are returning to financial advisors for retirement planning
But there is still a belief among many Americans that financial advisors cost too much.
August CPI pushes 2024 COLA forecast up 3.2%
The resulting increase would raise the average monthly retiree benefit of $1,790 by $57.30.
U.S. lags globally on retirement due to health, quality of life issues
Academics suggest improvements to the savings system and restoring the solvency of Social Security.
Judge orders high-stakes Feinstein family feud out of court
The case involving the US senator will now move to private mediation.
Converting IRA to Roth is a financial gift
The switch can bring big state estate tax benefits, too.
Draining the pool of confusion surrounding long-term care insurance
Throwing out life rafts: Advisors explain how they're addressing the knowledge gap and helping people face up to their own mortality.
How a former teacher is educating the world about 403(b)s
Authoritative and personable, with an underdog spirit, InvestmentNews Innovator Dan Otter is on a mission to root out bad retirement plans and investments for teachers.
Staying home to raise kids has retirement repercussions, study finds
Women should ensure spouse's wealth is aligned to long-term goals of both, says Schwab Wealth Advisory director.
