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BofA rolls out retirement income portfolios
The products, available to Merrill's clients, are designed to provide retirees with reliable income over 25 years.
Florida-or-bust retirement prevails
Advisors help clients make sure they don’t experience both, as interest rates dip slightly and more homes go on the market.
The bull run and your client’s retirement plan
As stocks head higher, clients are seeing visions of early retirement. What should advisors be telling them?
Ensuring alimony payments continue despite premature death
One of the most effective ways to secure alimony against the risk of premature death is through life insurance.
Gen Z will need help – are you ready?
The mood and savings habits of Gen Z suggest a huge opportunity on the horizon.
AI partnership takes aim at workers’ student debt
Workplace fintech and fiduciary retirement plan provider team up to help more plan sponsors and participants with student loan matching solutions.
Empower unveils comprehensive retirement income suite
The DC plan provider is rolling out an expansive shelf of retirement solutions through multiple partnerships.
Social Security backs off tough stance on recouping overpayments
Commissioner Martin O'Malley, in his early days on the job, said that practices will change next week.
Pensionmark announces strategic partnership to build new wealth management platform
The firm is working with Vestmark to help shape the industry's future.
Republicans propose raising retirement age
The proposal sets the stage for an election-year fight with President Biden, who accused the GOP of going after entitlement programs during his State of the Union address.
‘Unretirement’ may be viable well into the future, study says
Older workers are at least as productive in younger ones in almost all industries. Financial services is an exception.
BlackRock will lose management of $8.5B Texas fund assets
The Texas State Board of Education delivered the blow Tuesday.
Why pre-retirees with a plan are better off in retirement
T. Rowe Price report reinforces benefits of formal financial planning on retirement wealth, confidence, and more for 401(k) participants.
Race, gender gaps in 401(k) use go beyond income, report finds
Limits on early withdrawals from 401(k)s could help reduce disparities, researchers found.
Voyant sweetens its wealth tech suite with new tools
The fintech provider has added features to support Social Security income planning, Roth conversions, and life insurance planning.
CalPERS has $34B bet on private equity, shifts from equities
Largest US pension fund believes riskier assets will outperform.
Retirement accounts surged on strong 2023 markets: Vanguard
The study shows that 43 percent of participants raised their deferral rates last year, marking the highest level since Vanguard began tracking the metric.
The reverse mortgage seeks a home with affluent investors
Reverse mortgage options are no longer a last resort – used strategically, they can be part of financial planning in retirement, proponents say.
Schlichter’s message to pension sponsors: Be very careful with PRTs
Many pension risk transfers in recent years have gone to Athene, and two recent suits over plans' choice of the insurer suggest more cases will follow.
Nationwide and Morningstar forge retirement plan partnership
The strategic collaboration will allow more plan participants to benefit from an advisor managed accounts service.
