ChatGPT is in the 'experimental phase,' and it will be a while before the industry adopts the technology for retirement investing.
Amid persistent inflation, plan participants might benefit from being able to invest in real assets, says Schroders' Adam Farstrup.
Cetera Advantage(k) GPS is designed for small and midsize businesses and available only through advisors affiliated with Cetera.
NEPC's study shows a lack of industry consensus on how to create meaningful retirement income solutions in companies' defined-contribution plans.
Total U.S. annuity sales hit a record-high $312.8 billion in 2022, and bank sales were the big driver in the fourth quarter.
The co-founder of the Houston-based registered investment advisor said $6 billion in size isn't what it used to be.
The proposal, which has little chance of passing Congress, would also raise the top tax rate for Americans making $400,000, to 39.6% from 37%, reversing one of Trump's tax cuts.
More than 40% of women believe the US is currently in a financial crisis, with another 24% believing that it is nearing one, according to a Nationwide survey.
The president's proposal, which would also give the government new power to negotiate drug prices, would extend the solvency of the Medicare trust fund beyond 2050, the White House says.
Here’s why you need to read beyond the headlines and understand why this may be the most overhyped provision of SECURE 2.0.
The taxes people pay on their homes can pose a major burden, but it depends on which state they live in.
Advisors and clients will see a flurry of coveted tax breaks come and go in the next three years. Here’s how to keep track.
The political makeup doesn’t bode well for passing major tax legislation — and a bill that imposes a specific levy on billionaires would be substantial.
A study by the Employee Benefit Research Institute shows that relatively few account holders invest their funds in assets other than cash, although the number who do so is increasing.
Thirty-four percent of Americans surveyed fear their tax refund won’t make as big of an impact as a result of rising costs, while 33% worry the refund will be smaller than they expect.
The regulation is safe thanks to a pending veto of the resolution approved by the House and Senate, but the vote adds some political uncertainty for plan advisors.
The bill to block a Labor Department rule making it easier for retirement plans to weigh ESG issues in investment decisions passed 50-46, with two Democrats voting with Republicans to pass the measure.
There were 562 buy-out contracts last year, 34% higher than the number of sold in 2021 and breaking the previous record set in 2019.
A change in cash flow meant it temporarily wasn't worth it to itemize donations of goods and money, a development that provided an unexpected bonus.
Michigan-based Innovia Wealth concentrates on entrepreneurs who are on the brink of striking it rich.
