Exhaustion of disability trust fund in 2016 should force discussion of long-term financing issues.
Compared with today's two-tier system — a 43.4% top rate for assets held less than a year and 23.8% beyond that — the proposal by the Democratic presidential front-runner would create a six-rate structure for capital gains for high-income households.
Proposal would force RIAs to comply with both the SEC standard and Labor Department's rule, FSI says.
The chief executive of retirement services provider TIAA-CREF weighs in on what is and isn't working when it comes to retirement savings.
How much to allocate is both an unanswerable question in general and one that absolutely needs to be addressed for each client. </br><b><i>(More: <a href="http://www.investmentnews.com/section/specialreport/20151011/ALTS2015" target="_blank">IN's Spotlight on Alternative Investments special report</a>)</b></i>
Proposal would clarify brokers' and advisers' responsibilities in cases of suspected elder abuse
Compared to other nations, we have a substantial head start in building a sound, funded solution for the challenges of aging populations
Helping a client decide where to live is a critical part of retirement planning, and the discussions may need to include clients' family members or physicians.
A common thread across technology-driven breaches is the failure of firms to establish and enforce policies and procedures.
When was the last time you checked what your employer is offering you?
Other digital platforms that advisers should also have on their radar screens handle functions other than investing.
Students are graduating with more debt than ever before, but advisers should make sure retirement savings aren't neglected.
To remain competitive in the years ahead, advisers shouldn't be playing catch-up to disruptors.
Maintaining quality of life throughout increasingly long retirements brings a new set of challenges for advisers and their clients.
Don't underestimate the impact digital technology can have on the advice industry.
Deteriorating demographics, low productivity growth and a need for more deleveraging will keep a lid on rates for the foreseeable future.
<i>Breakfast with Benjamin</i>: Top hedge fund manager Michael Novogratz (pictured) hits the bricks, and the firm is closing its flagship macro hedge fund.
<i>Breakfast with Benjamin</i>: All eyes will be on banks this week and earnings season welcomes the reports from the financial sector.
From how much money the money manager's executives make, to jabs at former colleagues, the lawsuit is chock-full of internal intrigue.
