The firm's CEO sees opportunities in the looming disruption. <b><i>(Fiduciary Focus: <a href="//www.investmentnews.com/section/fiduciary-focus"" target=""_blank"" rel="noopener noreferrer">Follow the latest news and developments on the DOL rule change</a>)</i></b>
Helping your clients think through the timing of Medicare coverage can be very beneficial, especially considering the significant impact health care costs have on retirement income
Inherent to acting in a client's best interest is ensuring costs are reasonable, an ERISA concept brokers need to understand.
Fixed indexed annuities lost a favorable exemption they enjoyed under the proposed rule, and the impact on variable annuities likely won't be much changed from original forecasts.
Fifty-two percent of Americans are at risk of a shortfall in retirement, based on data that includes an average student debt load of $18,000.
College graduates who studied medicine are in a far better position to pay back their student loans than grads who studied psychology, according to a new study.
Experts say the complexity of retirement income planning can set human advisers apart and justify their fees.
File and suspend's elimination doesn't mean advisers should put Social Security planning on the shelf.
The first installment of InvestmentNews' new <i>Fiduciary Focus</i> column looks inside the political wrangling taking place as the fiduciary rule nears finalization.
Retirement expert reflects on how she and her husband chose the number-one state for pre-retirees without even knowing it.
Clients can file a protective form to protect their claiming rights.
<i>InvestmentNews</i> contributing editor reflects on how she and her husband chose the number-one state for pre-retirees without even knowing it.
But watch out: The range of advice issued by local offices and hotline operators has been very inconsistent.
Nobody likes paying taxes, but long-term capital gains rates are favorable compared with other tax treatments.
These plans are capable of generating significant wealth because they allow assets to compound tax-free over time.
The laws create the possibility that parents' long-term-care expenses may be shouldered by their children.
51% of advisers say the rule will help their businesses, an improvement from 2015 when only 27% saw the regulation helping.
Last year's Supreme Court ruling was a mixed bag for some married gay couples. Some had less trouble filing state taxes, while others had a higher tax bill.
A complicated process to value the music icon's estate hinges on future royalties.
Speaking Monday at the IMCA annual conference in Orlando, Mr. Kitces questioned regular rebalancing and said in one case doing nothing was the better bet.
