Unusual number of variables in the New Year.
The bill would delay the fiduciary rule's implementation two years from the time the legislation is enacted.
Plaintiffs had alleged company was imprudent in continuing to offer company stock as an investment option after it had declined in value.
The increase in contribution rates over the past few years has resulted in billions of dollars in additional retirement savings.
By shopping around, consumers can find banks that are less aggressive about collecting overdraft fees.
Whether you are receiving monthly checks or still paying in, be aware of these adjustments.
The increase in contribution rates over the past few years has resulted in billions of dollars in additional retirement savings.
Whether your clients are receiving monthly checks or still paying in, be aware of these adjustments.
Conversations about work and personal fulfillment may lead clients to more successful retirements
The judge dismissed claims of fiduciary breach under ERISA, largely falling in line with judgments from similar cases.
Some indexed annuity distributors are poised to get a shot in the arm from the proposal, which would make it easier for independent agents to sell the annuities under the rule.
The Massachusetts senator and Rep. Elijah Cummings have asked the insurance company's CEO for information on sales of term life insurance through Wells Fargo.
Regulator says new type of VA is highly complex and uses structured products — not mutual funds — in the sub account as the underlying investment.
Copycat lawsuits targeting 403(b) plans, as well as litigation probing a fiduciary's duty to monitor investments, the DOL fiduciary rule, church retirement plans and cybersecurity issues are likely to crop up this year.
While we can't foresee what the next four years may bring, we know that one thing under our control is the disciplined deferral of gains and routine harvesting of losses.
These pointers can help advisers reduce confusion for new required minimum distribution clients.
But there are easier ways to give to charity that still afford donors a lot of control.
Implementing a financial wellness program without any means of measuring its success is a failure, according to advisers and analysts.
In fiscal year 2016, the $905 billion spent on Social Security benefits accounted for nearly one-quarter of federal spending.
Economist and Nobel laureate Robert Shiller thinks this could be a pivotal moment for the U.S. housing market.
