The asset manager wasn’t aware of the decision until reading about it in a statement from Florida Chief Financial Officer Jimmy Patronis.
There are many ways financial advisers can protect elderly clients from financial abuse. The first trick is to spot it.
The accounts are to be used in retirement plans, and Stadion Money Management will serve as the program's fiduciary.
Most beneficiaries who stay in their current plans will pay more in 2023, and Medicare open enrollment, which lets beneficiaries change plans, ends next week.
The portion of savers taking money from their retirement accounts for hardships spiked 24% in the 12 months through Sept. 30.
The new rule frees retirement plan advisers to incorporate risk and return factors associated with climate change and other ESG investment alternatives.
The FTX breakdown is convenient for plan fiduciaries who were struggling with the prudence of permitting crypto within an employer-sponsored retirement plan.
Bank sales propelled fixed-rate deferred and fixed-indexed annuity sales to hit record levels for the second consecutive quarter.
Brainerd-based Fiducia Benefits Group offers a full suite of employee benefits solutions specializing in large group, self-insured, and customized benefit plans.
A survey by Janus Henderson shows 60% of investors expect the S&P 500 Index to be higher in a year, although 86% are worried about rising prices.
Provisions such as raising the RMD age and expanding workplace retirement coverage, which have been approved by the House and by Senate committees, must be rolled into one bill and enacted before year-end.
The end of the year is crucial for tax purposes, and strategies include tax-loss harvesting, charitable gifting and rebalancing client portfolios.
Republicans want tax breaks for private equity, manufacturers and businesses, while Democrats want to expand the child tax credit.
Ireland combines a highly educated population with economic opportunity, which has resulted in the country being ranked as one of the best places to live in the world.
For those considering moving to a foreign country when they retire to stretch their savings, here are the top locations.
Chuck Fuller and Brian Carney, co-founders of Tulsa-based Bridgecreek, will join Hub Mid-America with their team.
The one-year drop in premiums does not offset the overall inflation in health care costs.
There's increasing interest in employing annuities in retirement plans, but plan sponsors need to review the products carefully.
Last year, the firm acquired Viridian Advisors, which specializes in comprehensive financial planning and tax planning.
A new study shows 3 in 10 adults made changes to their investment portfolio in the past six months due to market volatility, with 37% of those investors increasing their cash allocations.
