As the population of seniors grows and life expectancies continue to increase, research shows that most people would prefer to live in their own homes as they age. Working with The Center for Innovative Care in Aging at the Johns Hopkins University School of Nursing, we identified key issues to address as you help your clients consider the realities of aging in place.
Unclear if and when proposed change might take effect, still more vague about what strategies would be affected.
Brokerage firms that pursue reimbursement of training costs from employees who leave are out of step with today's workforce
As baby boomers continue to reel from the recession, even the affluent admit that saving for retirement is a struggle.
Justices seek DOL comment on case involving share classes offered to plan participants.
<i>Breakfast with Benjamin:</i> It's the weather. Repeat. Plus: Congress sticks with its attack on mortgage interest deductions, high-speed traders and you, investing in stock splits, and here's how much you should have saved for retirement.
<i>Breakfast with Benjamin:</i> Is it time to short energy stocks, given the Russian rabble rousing? Plus: Gold's reaction to Fed chief Yellen, Candy Crush IPO's dizzy math, how to retire with $1M, and at tax time, age counts (the younger, the better).
Worth the risk? Publicly traded companies in these areas delivered the fastest growth in dividend payouts of any region last year
Database omits bankruptcies, tax liens, and other vital information, lawyers group claims
A new retirement planning model for your clients must combine Social Security, retirement savings and an element of employment-based income.
Increased need for advice presents opportunities for advisers.
Warning: The Affordable Care Act not only spawned insurance exchanges for individuals, which went into effect earlier this month, but it also set new standards for small businesses.
Seattle-based McAdams Wright Ragen has more than $10 billion in client assets.
<i>Breakfast with Benjamin:</i> Women-run retirement funds have consistently higher returns than those run by men. Here's why. Plus: Four data points to watch this morning, dealing with a bankrupt hedge fund, how the FBI is watching high-frequency trading, and April Fool's Day around the web.
It's not novel or innovative. It's what our parents' advisers told them they should be doing – socking money away in a defined contribution plan so that when their Golden Years arrived, the era's shine would not be dimmed by financial concerns.
Investment advisers are flocking to the asset management and technology company and it's become a market darling. The stock is up 178% over the last year.
Many will not have saved enough to see them through retirement.
Warren Buffett, the billionaire chairman and chief executive officer of Berkshire Hathaway Inc., changed the standard by which he measures performance after falling short of his target for the first time in decades.
Renowned trading firm strikes a deal to acquire a bank-owned RIA with more than $2 billion in assets. And it's not finished. Here's what Cantor is looking for.
Many independent RIAs would be able to serve clients better if they combined their resources with like-minded advisers.
