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New robo-adviser geared to retirees
True Link joins crowded digital-advice market dominated by big financial names..
Hybrid RIA managing $2.2 billion in client assets joins Securities America from LPL Financial
WealthPLAN Partners was with LPL for 27 years.
U.S. divorce rate drops to lowest level in 35 years
Marriage has been holding steady for the past several years, but weddings are still half as common as they were in the 1970s and early 1980s.
New Social Security rules and divorce
Two sets of benefits exist for ex-spouses depending on their birth dates.
Advisers can’t be passive when it comes to DOL rule’s fiduciary principles
Each of the underlying duties of the fiduciary rule's best-interest standard — loyalty, care and individualization — require advisers to take specific actions.
Advisers and clients worry about Obamacare changes under Trump
Some advisers rely on the Affordable Care Act to insure themselves and employees, and now fear that it could be repealed or substantially changed.
College financial aid process begins Saturday
FAFSAs for the 2017-18 school year are out three months earlier this year, and now allow reporting prior-prior year income data, or 2015.
Student loans preventing parents from saving for retirement
Some 42% of parents said they're losing sleep worrying about future college costs, and 63% feel guilty that they won't be able to pay more.
The other DOL retirement regulation Trump and the GOP may scuttle
The Department of Labor's rule exempting state-based auto IRA plans from ERISA could be in jeopardy under the new Republican administration. (More: The most up-to-date information on the DOL fiduciary rule)
Student loans poised for an overhaul under President Trump
Advocates of federal direct loans are worried that privatization could mean the end of student loans as a broad entitlement.
Legislation, DOL rule could boost multiple employer plans
Largely ignored now, changes could make MEPs popular among retirement plan advisers.
Gradually converting a traditional IRA to a Roth can boost nest egg
Plus, the strategy can help reduce required minimum distributions and cut taxes.
How wealthy Americans can maximize their payoff from Donald Trump’s presidency
Financial advisers are telling clients to make these moves before the end of 2016.
Edward Jones hit with second lawsuit over excessive 401(k) fees
Allegations in the lawsuit largely resemble those of a separate one filed in August this year.
New Social Security rules and divorce
Two sets of benefits exist for ex-spouses depending on their birth dates.
Capital One will eliminate commissions on IRAs
The transition will be completed by the time the Department of Labor fiduciary rule takes effect.
Another 401(k) record keeper sued over ‘pay to play’ scheme with Financial Engines
Plaintiffs claim Xerox took kickbacks from Financial Engines for including the managed-account provider on its record-keeping platform, breaching its fiduciary duty.
How Donald Trump’s presidency will influence your retirement
The president-elect barely mentioned the retirement crisis during his campaign, but will wield enormous power over many related issues once in office.
Low Social Security cost-of-living adjustment keeps Medicare premiums lower for most
About 70% of Medicare beneficiaries are protected by a “hold harmless” provision.
JPMorgan Chase will stop charging commissions on IRAs due to DOL fiduciary rule
Clients may choose fee-based or self-directed retirement accounts.
