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How wealthy Americans can maximize their payoff from Donald Trump’s presidency
Financial advisers are telling clients to make these moves before the end of 2016.
Edward Jones hit with second lawsuit over excessive 401(k) fees
Allegations in the lawsuit largely resemble those of a separate one filed in August this year.
New Social Security rules and divorce
Two sets of benefits exist for ex-spouses depending on their birth dates.
Capital One will eliminate commissions on IRAs
The transition will be completed by the time the Department of Labor fiduciary rule takes effect.
Another 401(k) record keeper sued over ‘pay to play’ scheme with Financial Engines
Plaintiffs claim Xerox took kickbacks from Financial Engines for including the managed-account provider on its record-keeping platform, breaching its fiduciary duty.
How Donald Trump’s presidency will influence your retirement
The president-elect barely mentioned the retirement crisis during his campaign, but will wield enormous power over many related issues once in office.
Low Social Security cost-of-living adjustment keeps Medicare premiums lower for most
About 70% of Medicare beneficiaries are protected by a “hold harmless” provision.
JPMorgan Chase will stop charging commissions on IRAs due to DOL fiduciary rule
Clients may choose fee-based or self-directed retirement accounts.
John Hancock ceases sales of traditional long-term-care insurance policies
"Macroeconomic trends" led Hancock to ditch new policy sales, in the latest example of an LTC market beleaguered by negative consumer perception and low interest rates.
Adviser’s Consultant: Adding value with tax services
What's useful for clients in terms of planning is also good for business development.
6 tips to prevent Trump from messing with your investments
Here's a sampling of what financial planners are advising investors to do to protect their money.
Heading to Canada? Consider the cost
Cross border financial planning can help, but it's super taxing to emigrate.
Should the next president expand Social Security?
One public policy expert says yes.
401(k) advisers push for more general investment policies as fiduciary safeguard
Violating terms of an investment policy statement is considered a fiduciary breach, and the uptick in 401(k) litigation has heightened concern over language that's too prescriptive.
Where will Medicare costs go in 2017?
There are some variables under clients' control that they can use to bring down their total Medicare costs.
Looking for good news? Check your 401(k) balance
The average 401(k) gained for the second quarter in a row, inching up 2% in the third quarter.
Advisers still baffled by key rule changes to Social Security claiming strategies
One year after the Bipartisan Budget Act of 2015 was signed into law on Nov. 2, advisers and clients still brushing up on new rules.
Strategic Insight acquires BrightScope
The 401(k) ratings provider has been snapped up by an asset management data and research provider that's also the parent company of a publication for financial advisers.
New path for resolving late RIA rollovers
How to minimize the chance of a late rollover.
Janus in a double whammy as assets flee and revenue drops
Plus: How Clinton and Trump won't save Social Security, more scrutiny for sales charges, and taking the 5% challenge.
