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On death, divorce and retirement
Splitting a company retirement account in a divorce generally involves a qualified domestic relations order, where the nonparticipant…
Retirees just want to have fun
Unprecedented free time in retirement will be a boon for the leisure industry.
Market turmoil poses risk to brokers going fee-based in wake of DOL fiduciary rule
Many see the new regulation speeding up a shift toward fee-based relationships as commissions become increasingly scrutinized for conflicts.
Social Security clarifies guidance on claiming rules at 11th hour
Watch out: The range of advice issued by local offices and hotline operators has been very inconsistent.
Labor Secretary Thomas Perez gets high marks for guiding the fiduciary rule through the regulatory shoals
Thomas Perez gets high marks for guiding the fiduciary rule through the regulatory shoals, but supporters question whether he gave away too much.(More coverage: Everything you need to know on the DOL fiduciary rule)
How to help clients save big bucks on health and Medicare costs in retirement
Mass consumer confusion regarding health care expenses in retirement makes it even more imperative for advisers to discuss the topic with clients.
Legg Mason seizes on states’ fervor with an IRA program for small businesses
The asset manager, along with a few partners, is playing off the retirement coverage gap and states' growing interest in launching similar programs.
SEC charges four with free-dinner scheme in Florida that fraudulently targeted the elderly
A large portion of the money raised was never invested, the SEC alleged.
Workers and employers would be forced to save 3% of pay under new retirement proposal
Private equity exec Tony James and economist Teresa Ghilarducci advocate for a national retirement system starkly different from our current one.
Prince estate: Trouble brewing and still no will
The famed musician's estate faces many complications if he truly died with neither a will nor a trust.
Hedge funds face their Uber moment
Breakfast with Benjamin Expensive and exclusive is no longer enough to automatically attract investors to hedge funds.
Broker-dealers could see higher share of fixed indexed annuity sales thanks to DOL fiduciary rule
Selling through independent insurance agents, currently the largest distribution channel for FIAs, will expose insurers to more liability than they may care for.
Who gets custody of the family dog after a divorce?
While the law sees pets as property, emotional attachment can turn them into valuable bargaining chips in divorce negotiations.
House Democrats call for mandatory auto-enroll retirement plans at federal contractors
Congress members tell Obama such an executive order would help some of the nearly half of U.S. workers who don't have access to a retirement program on the job.
Risk-averse millennials relying on parents for financial support, UBS survey shows
They hold twice as much cash as boomers and only 29% are happy with their portfolios
Ameriprise may add advisers as DOL fiduciary rule squeezes rivals
The firm's CEO sees opportunities in the looming disruption. (Fiduciary Focus: Follow the latest news and developments on the DOL rule change)
How to properly defer Medicare enrollment
Helping your clients think through the timing of Medicare coverage can be very beneficial, especially considering the significant impact health care costs have on retirement income
What is ‘reasonable’ cost under DOL’s fiduciary rule? Well, it depends
Inherent to acting in a client's best interest is ensuring costs are reasonable, an ERISA concept brokers need to understand.
How student debt is clouding future retirement income
Fifty-two percent of Americans are at risk of a shortfall in retirement, based on data that includes an average student debt load of $18,000.
These college majors will help you pay off debt faster
College graduates who studied medicine are in a far better position to pay back their student loans than grads who studied psychology, according to a new study.
