The president-elect barely mentioned the retirement crisis during his campaign, but will wield enormous power over many related issues once in office.
About 70% of Medicare beneficiaries are protected by a “hold harmless” provision.
From regulation to tax and entitlement reform, these are the central decisions that will affect financial planners and clients in the years to come.
Clients may choose fee-based or self-directed retirement accounts.
What's useful for clients in terms of planning is also good for business development.
"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.
Here's a sampling of what financial planners are advising investors to do to protect their money.
Cross border financial planning can help, but it's super taxing to emigrate.
Cross border financial planning can help, but it's super taxing to emigrate.
If Republicans were to win a repeal of the so-called death tax, contentious Treasury regulations on business valuation discounts would also disappear.
One public policy expert says yes.
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.
There are some variables under clients' control that they can use to bring down their total Medicare costs.
In the first legal challenge to be decided, judge upholds Department of Labor regulation. <b><i>(More: <a href="//www.investmentnews.com/section/fiduciary-focus"" target=""_blank"" rel="noopener noreferrer">The DOL rule, from all angles.</a>)</i></b>
The average 401(k) gained for the second quarter in a row, inching up 2% in the third quarter.
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.
The supposedly new annuity type, as opposed to an immediate fixed annuity, would lock in a higher income in the event of a strong stock market.
Some firms are rethinking a shift to fee-based compensation and instead are sticking with commission structures that will trigger the need for best interest contract exemptions.
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.
How to minimize the chance of a late rollover.
