For some advisers who structure their practices so that revenue is reported on their personal income tax returns, Mr. Trump's idea represents a significant tax break.
It's essential to be familiar with the many varieties of Medicare enrollment periods so your clients can make the best choices.
The largest LTC insurer is offering a medically underwritten single premium immediate annuity as an alternative for older Americans.
Advisers should take these factors into account when incorporating long-term-care insurance into a client's financial plan.
This is the time of year when everyone on Medicare can reevaluate features of their contracts to see if they're getting the best coverage at the best price.
Sales are estimated to fall to $40 billion next year, a level not seen since 2013. The drop would put an end to the products' nearly decade-long surge in growth.
In an unusual move, an indie B-D has been named a co-defendant in a suit that could be a sign of more legal fights for small plans.
Age-based 529 plans for this year's freshmen don't always get high marks.
Age-based plans for this year's freshmen don't always get high marks. New York, Pennsylvania and Iowa funds get an A, but other states have more homework to do.
Robo-adviser to provide Uber drivers with free investment services in IRAs for a year. <a href="http://www.investmentnews.com/article/20150817/BLOG16/150819926/uber-versus-yellow-cabs-a-fight-advisers-should-watch" target="_blank">Why advisers should pay attention to Uber's fight with yellow cabs.</a>
Even the lesser evil of taking loans from retirement accounts requires close attention, and often should be a financial solution of last resort.
Plus: U.S. oil production could derail oil rally, a cash management strategy ahead of October's rule change, and bond ladders still make sense
A mounting number of lawsuits against retirement plans allege excessive fees and a lack of attention to plan design.
Advisers can help clients work out sibling issues and transfer homes successfully
Plus: DOJ move sends prison stocks to the hole, SEC wants cleaner earnings reports, and proof that faster food can be healthier food
Japan's Government Pension Investment Fund loses 3.9%, erasing gains from previous six quarters.
Within days, the governor of America's largest state is expected to provide access to nearly 7 million people without a retirement plan through the workplace.
The lawsuit continues a barrage of litigation filed in recent weeks related to fiduciary breaches in retirement plans.
Agency apologizes and says it will pursue other security authentication options.
The Investment Company Institute blasts the state over its plans to exclude mutual funds from the proposed Secure Choice program.
