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Fisher Investments names Damian Ornani CEO as Ken Fisher relinquishes role
Mr. Fisher will stay on as executive chairman and co-CIO of the investment adviser
DOL fiduciary rule will cause retirement plan advisers to outsource liability
Post-DOL fiduciary rule, industry watchers expect even more outsourcing to help reduce or eliminate fiduciary liability when building plan lineups.
When delayed retirement credits are delayed
Some Social Security beneficiaries must wait an additional year for full payment.
Splitting retirement plan assets in divorce can get complicated if one spouse dies
A recent court case illuminates the possibility of a pension benefit going back to the plan if the right legal documents are not in order.
Charles Schwab fires latest salvo in low-cost TDF war
The firm's new target-date mutual funds beat out Fidelity and Vanguard funds in price by two basis points.
Vanguard extends target-date fund dominance
The firm's position as the top TDF provider strengthened against No. 2 Fidelity Investments, which actually had net outflows for this category last year.
About those hidden fees investors pay non-fiduciaries
There is a new generation of financial companies that already lives up to the DOL's proposed rule.
Watch out, boomers, here comes 70 and those RMDs
Mandatory payouts from savings plans may trigger new taxes.
As retirement-savings plans go, planning to work longer is a mistake
Breakfast with Benjamin Investors assuming they will be able to continue working well beyond normal retirement age doesn't mesh with a frequent reality.
Genworth to pay $219M to settle securities lawsuit related to long-term-care insurance
The insurer allegedly made false representations to investors over the strength of its long-term-care business.
How to effectively use health savings accounts for health care in retirement
A Health Savings Account is one of the best ways to have retirement cash-flow that is excluded from Medicare's equation.
Tax-time Roth IRA strategies
Share these timely IRA reminders with your clients and their CPAs.
Retirement confidence plateaus in 2016: EBRI
Overall, workers are much more optimistic about their prospects for a comfortable retirement following lows in the recent financial crisis.
Litigation calls for more transparency in the retirement industry
Updated accounting processes and technology are within reach — and could help stem disputes.
Majority of retirees roll funds out of 401(k) plans
New survey finds the majority of boomers who work with advisers opt to move their money to an IRA in an attempt to improve their investment performance.
The implications of the DOL retirement study for plan advisers
Regulators are continuing their push for industry-provided data to improve compliance oversight.
Why fixed indexed annuities are continuing to increase in popularity
Their features require careful explanation, but today's fixed indexed annuities can offer upside for clients.
Volatility drives stock market fears in 401(k) plans
Participants shifted their balances to conservative funds amid higher trading activity.
As indexed universal life sales climb, be sure to mind the risks
Advisers need to bear in mind that this cousin of traditional universal life insurance requires unique precautions.
Some taxpayers will pay more for online, do-it-yourself preparation
Having more willpower early in the season could save a few bucks.
