Income-related premium hikes for 2016 confuse advisers, clients.
Through its queries to financial advisers, the regulator is asserting its presence in an area normally associated with the Labor Department.
The Labor Department wants to update the fiduciary standard, raising the bar for any advice given by brokers. A change is long overdue, says the former SEC chairman.
The life insurer eyes a possible sale of the company's U.S. adviser force as it reshapes its business mix to limit government oversight.
Family offices handle the financial affairs of multi-millionaires and their relatives and can do almost anything else — from hiring staff to managing a wine cellar.
Lining up your values and your spending will position you well for the future.
Stay calm, stay quiet, and hire a ton of lawyers.
As consumer or household debt climbs to a record $3.5 trillion, new data shows where you live has a lot to do with how quickly you reach your goal.
A pioneer in bringing lawsuits over retirement-plan fees is investigating several large plans, building on recent successes and a broader wave of litigation.
Make sure your clients comply with deadlines for taxes, Medicare, Social Security and retirement distributions.
Hot on the heels of some big victories, law firm Schlichter Bogard & Denton has filed a new complaint alleging fiduciary breach under ERISA.
New Social Security rules will limit claiming options for ex-spouses.
Increased fraud protections in response to last year's explosion of refund theft will likely draw out the wait for your money.
Fees in 401(k)s and IRAs vary greatly — and they could be silently killing your investment returns.
Your clients have only a brief window to take advantage of certain Social Security claiming options under existing rules.
The large settlement underscores the need to ensure reasonable fees and asset classes for investments, and that the overall value of services matches up with cost.
Now is the time to examine the repercussions of your standardized versus customized advice.
Unique pieces and changing market values complicate Tax Court determinations.
Permanent QCDs, expansions and enhancements let advisers plan ahead with certainty.
New book teaches consumers how to select the right adviser.
