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Few target date fund managers eat their own cooking
How much advisers weigh a managers' investment in his or her own fund when selecting one.
Dividend stocks might be a better than annuities for income investors
Breakfast with Benjamin: Could dividend stocks actually be a better deal than an annuity for income investors?
How to turbocharge target-date funds
Breakfast with Benjamin Focusing on small-cap stocks could be a recipe for boosting a target-date fund.
Is this who you want looking at your taxes?
IRS workers increasingly disgruntled as budget is slashed
2 health savings account changes clients can make to unlock their full potential
Tweaks to HSA investment vehicles and what the accounts are used for can pay dividends to clients.
Will your clients really save more when the kids leave home?
A new study by the Center for Retirement Research at Boston College ran the numbers.
Resurgence ahead for life settlements industry?
Underfunded universal life policies' loss may be a gain for secondary insurance market.
Vanguard digital advice platform gives investors choice on active vs. passive
Stock-and-bond pickers are a side dish served on request in soon-to-come digital advice offering.
SEC puts emphasis on retirement savers in 2015 exam priorities
This year, the regulator says it will explore risks associated with increasingly popular alternative investments designed to generate high yields amid low interest rates “as investors are more dependent than ever on their own investments for retirement.”
The other kind of diversification
A well-thought-out plan that takes into account tax-efficient withdrawals can be key for retirees.
How to perfectly time your clients’ Medicare enrollment
Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices
The cruelest month: IRS doesn’t mess around in April
Fraud prosecutions remind the public of the agency's enforcement muscle.
Focus Financial invests in $600 million wealth manager
Deal comes amid slowdown for large investors in financial advisory firms.
Employer objections stand in way of 401(k) plan success
Advisers can adopt strategies to counteract arguments against trying to maximize contributions
More companies than ever avoid paying taxes
A record 54 companies in the S&P 500 are now at least partially exempt from the corporate income tax, more than twice the number four years ago.
Did Social Security slice benefits for people with disabilities?
A minor change in the Social Security Program Operations Manual System late last year resulted in what some advocates call an 'outrage.'
Saving for college got tougher last year
Average savings level of $10,040 is lowest in three years as cost of living, lower earnings squeeze out savings.
Millennials are shunning financial advice
Breakfast with Benjamin: Millennials don't really care about financial advice, which is a boon for robo-advisers, but a bad sign for the advice industry.
Affordable Care Act not a problem for taxpayers: IRS chief
Commissioner John Koskinen says agency is still struggling to stop identity theft
Plaintiffs appeal decision in Fidelity case on 401(k) float income
Attorney says 'judge got it wrong' in deciding in favor of the mutual fund giant.
