The largest U.S. life insurer plans to cut expenses by about $1 billion as low interest rates squeeze investment income.
Most traditional IRA investors start with rollovers.
The settlement was part of a broader crackdown by regulators in five states on insurers who allegedly failed to make death benefit payouts on a timely basis.
How does the presidential candidate's guidance compare to actual market performance?
Bad VA switches were supposed to be a thing of the past, but the independent broker-dealer industry should take heed of this fine.
Stark differences include one presidential candidate who seeks to raise income taxes on the wealthiest Americans while the other would cut them across the board.
The generation's reputation for hopping jobs and shunning stocks doesn't match new 401(k) data from Fidelity Investments.
Valuing Mr. Ali's image rights, inheritance tax on property and the will's treatment of his nine children are a few potential estate quirks that could come up.
Tight restrictions are placed on investment options in VAs with guaranteed income to reduce their risk. Returns have lagged as a result, frustrating advisers and investors.
One financial adviser helped his client avoid Social Security reductions by carefully mapping out when to take her benefits and pension.
The insurer's variable annuities dipped 39% year-over-year in the second quarter, offering a glimpse into the power of big distributors like Fidelity.
Plus: Breaking the active management habit, the active-passive research conundrum, and recalculating retirement savings calculators
Once-plain-vanilla funds due for a serious makeover, meaning now is the time to carefully assess cash options.
Online users now require cell phone for text message verification.
Regulatory experts say there's a strong likelihood advisers would lose the grandfathering exemption granted under the fiduciary measure simply by switching firms.
It turns out that the explanation, which advisers need to watch out for, was rather simple.
Most proposed solutions call for higher taxes on high earners.
<i>Breakfast with Benjamin</i> Based on their own rhetoric, this is how Hillary Clinton and Donald Trump would impact your wallet, if they win the White House.
Brent Brodeski of Savant Capital explains how his firm helps clients plan to pass on their money and values, and the upshot of doing so for advisers.
Lawsuits filed against the Labor Department's regulation expose conflicts in financial advice.
