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Can Calpers live with responsible returns?
Calpers is attempting to turn ESG investing on its head. Rather than divest from companies it deems undesirable, it will engage those companies and attempt to improve them from the inside.
Procrastinating? Here’s what you need to know about filing your taxes
Filing close to, or after, April 18 could be a sign you're a member of the financial elite.
Strategies for delaying required minimum distributions for working clients
Those who are 70 ½ and still on the job may be able to delay distributions from company plans.
Fisher Investments names Damian Ornani CEO as Ken Fisher relinquishes role
Mr. Fisher will stay on as executive chairman and co-CIO of the investment adviser
DOL fiduciary rule will cause retirement plan advisers to outsource liability
Post-DOL fiduciary rule, industry watchers expect even more outsourcing to help reduce or eliminate fiduciary liability when building plan lineups.
When delayed retirement credits are delayed
Some Social Security beneficiaries must wait an additional year for full payment.
Splitting retirement plan assets in divorce can get complicated if one spouse dies
A recent court case illuminates the possibility of a pension benefit going back to the plan if the right legal documents are not in order.
Charles Schwab fires latest salvo in low-cost TDF war
The firm's new target-date mutual funds beat out Fidelity and Vanguard funds in price by two basis points.
Vanguard extends target-date fund dominance
The firm's position as the top TDF provider strengthened against No. 2 Fidelity Investments, which actually had net outflows for this category last year.
About those hidden fees investors pay non-fiduciaries
There is a new generation of financial companies that already lives up to the DOL's proposed rule.
Watch out, boomers, here comes 70 and those RMDs
Mandatory payouts from savings plans may trigger new taxes.
As retirement-savings plans go, planning to work longer is a mistake
Breakfast with Benjamin Investors assuming they will be able to continue working well beyond normal retirement age doesn't mesh with a frequent reality.
Genworth to pay $219M to settle securities lawsuit related to long-term-care insurance
The insurer allegedly made false representations to investors over the strength of its long-term-care business.
How to effectively use health savings accounts for health care in retirement
A Health Savings Account is one of the best ways to have retirement cash-flow that is excluded from Medicare's equation.
Tax-time Roth IRA strategies
Share these timely IRA reminders with your clients and their CPAs.
Retirement confidence plateaus in 2016: EBRI
Overall, workers are much more optimistic about their prospects for a comfortable retirement following lows in the recent financial crisis.
Litigation calls for more transparency in the retirement industry
Updated accounting processes and technology are within reach — and could help stem disputes.
Majority of retirees roll funds out of 401(k) plans
New survey finds the majority of boomers who work with advisers opt to move their money to an IRA in an attempt to improve their investment performance.
The implications of the DOL retirement study for plan advisers
Regulators are continuing their push for industry-provided data to improve compliance oversight.
Why fixed indexed annuities are continuing to increase in popularity
Their features require careful explanation, but today's fixed indexed annuities can offer upside for clients.