Lower incomes and fewer assets in savings plans lead to problems in retirement.
In the end, will the new rule survive? Just as there are paths to ultimate revocation, there are also paths to survival.
True Link joins crowded digital-advice market dominated by big financial names..
WealthPLAN Partners was with LPL for 27 years.
Philanthropy has its advantages.
Marriage has been holding steady for the past several years, but weddings are still half as common as they were in the 1970s and early 1980s.
Two sets of benefits exist for ex-spouses depending on their birth dates.
Each of the underlying duties of the fiduciary rule's best-interest standard — loyalty, care and individualization — require advisers to take specific actions.
Some advisers rely on the Affordable Care Act to insure themselves and employees, and now fear that it could be repealed or substantially changed.
FAFSAs for the 2017-18 school year are out three months earlier this year, and now allow reporting prior-prior year income data, or 2015.
Some 42% of parents said they're losing sleep worrying about future college costs, and 63% feel guilty that they won't be able to pay more.
The Department of Labor's rule exempting state-based auto IRA plans from ERISA could be in jeopardy under the new Republican administration. <b><i>(More: <a href="http://www.investmentnews.com/section/fiduciary-focus" target="_blank">The most up-to-date information on the DOL fiduciary rule</a>)</i></b>
Advocates of federal direct loans are worried that privatization could mean the end of student loans as a broad entitlement.
Largely ignored now, changes could make MEPs popular among retirement plan advisers.
Plus, the strategy can help reduce required minimum distributions and cut taxes.
Financial advisers are telling clients to make these moves before the end of 2016.
Allegations in the lawsuit largely resemble those of a separate one filed in August this year.
Two sets of benefits exist for ex-spouses depending on their birth dates.
The transition will be completed by the time the Department of Labor fiduciary rule takes effect.
Plaintiffs claim Xerox took kickbacks from Financial Engines for including the managed-account provider on its record-keeping platform, breaching its fiduciary duty.
