But retirees will still need to prepare for rising health care costs in the long run, expert warns.
Analysts are unnerved by LPL Financial's inability to close the cash register on regulatory charges after CEO Mark Casady <a href="//www.investmentnews.com/article/20141021/FREE/141029976"" target=""_blank"" rel="noopener noreferrer">said compliance failures could cost $23 million</a> in the third quarter.
Benefits will rise 1.7% next year, coming to about $20 extra per month. Some argue the increase won't even cover health care inflation
On today's <i>Breakfast with Benjamin</i> menu: Investors banking on holiday spending. Plus: Less-secure Social Security, when gold and platinum run in stride, Facebook is now bigger than IBM, and the tired saga on endless office meetings.
Make sure you don't alienate the next generation of female clients that are poised to amass more wealth than their parents.
<i>Breakfast with Benjamin</i>: The Fed tries to inject a sense of calm in the market, Mohamed El-Erian passes on Pimco, all economists get it wrong, a global currency war is unfolding before our eyes, and more.
Unlike the previous version, the mailed one now highlights full retirement age.
Deal adds $1.5 billion in AUM to N.Y. Life, including $950 million in multi-strategy exchange-traded fund.
Value in managed volatility comes from potentially getting equity-like exposure with similar returns, lower volatility and better downside performance
BlackRock's Laurence Fink just one CEO asked about what's going on in financial markets lately.
It is time for the commission to get to work and craft a rule to make this policy a reality.
An elite private banking duo plans to take legal action accusing the wirehouse of wrongful termination last month, their attorney says.
While a lifesaver for some clients, they remain a high-fee trap for many.
How one brave federal regulator got the goods on the New York Fed's hands-off policy toward Goldman.
On Thursday's <i>Breakfast with Benjamin</i> menu: John Bogle says retirement plans will suffer under active management fees. Plus: Cheap oil's fallout hits gold prices, media hype overstates the Fed's taper tap-out, and more.
Firm looks to capitalize on adviser growth with tech upgrades, but no new robo-adviser in the offing.
Rates tumble as Federal Reserve's easy money policy keeps going
Thomas Forma previously managed more than $300 million along with his partner Kevin Nichols.
Trio brought in $5 million in annual revenue at UBS and will join Merrill's elite private banking group. <i>See also: <a href="http://www.investmentnews.com/article/20141020/FREE/141029993/morgan-hires-long-time-merrill-broker" target="_blank">Merrill loses longtime broker to Morgan Stanley</a>)</i>
Taking every precaution to guard against today's threats means focusing on both physical and electronic security.