Results for "retirement"

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Goldman Sachs sued for 'unlawful' 401(k) management

October 29, 2019

Goldman Sachs has been sued for the alleged "unlawful" management of its company 401(k) plan related to the plan's use of in-house actively managed mutual funds, which the lawsuit says provided the firm with a financial benefit at the expense...

SEC reportedly probing AIG sales practices for retirement products

October 29, 2019

American International Group Inc. shares slumped Tuesday amid a report that the Securities and Exchange Commission is probing sales practices for retirement products at a unit that handles plans for school districts and universities. The stock...

Why commercial real estate belongs in client portfolios

October 28, 2019

At a time when many investors and investment professionals struggle to find attractive returns in a world of tissue-thin and even negative interest rates — and while wondering about the continuation of the record-long bull market in equities...

Healthy clients will avoid medical costs

October 26, 2019

As a former physician, one of Kenneth Waltzer's first moves when it comes to helping his clients manage and plan for health care expenses is to try and help them stay healthy. [More: Financial advisers shouldn't have to stress over health insurance]...

Prepping clients for retirement health costs

October 26, 2019

When it comes to helping clients save and prepare for health care expenses in retirement, financial advisers typically embrace one of two strategies: Focus on smaller near-term costs and hope for the best, or present clients with the overwhelming...

Fisher divestment tops $3 billion after Texas pension bolts

October 25, 2019

The state pension fund of Texas is pulling $350 million from Fisher Investments as more investors flee the firm following vulgar comments from its founder. "With respect to our fiduciary duty, we are defunding Fisher Investments," the pension...

Specialize in serving women? You'd better know Social Security strategies

October 24, 2019

Advisers who specialize in working with women need to be knowledgeable about Social Security strategies because women rely more heavily on this source of income than men, according to retirement expert Mary Beth Franklin. "Women tend to live...

Why more seniors are working longer

October 24, 2019

Over the past two decades, the share of older workers increased by about one-third as more women continued to join the workforce and fewer men retired early, according to a new Congressional Budget Office report that examines why more seniors...

Closing the retirement savings gap for employers and employees alike

October 24, 2019

In today's low unemployment rate environment, competition for top talent is fierce. So how can businesses owners compete to attract and retain quality talent? And how can financial advisers help them do this? Ultimately, the solution lies in...

Los Angeles pulls $500 million from Fisher

October 24, 2019

The Los Angeles fire and police pension decided to pull about $500 million from Ken Fisher after a contentious board meeting with representatives from the firm. On Thursday, the pension joined New Hampshire, Iowa, Michigan, Philadelphia and...

3 advantages of using fixed indexed annuities in retirement

October 23, 2019

Fixed indexed annuities are often pegged as a safer way to invest in the market. As such, many financial advisers spurn the product due to its perceived inefficiencies in growing wealth when compared to straightforward investment strategies....

Is the 401(k) adviser M&A market about to cool down?

October 23, 2019

Is this the end of the beginning or the beginning of the end? The retirement plan adviser mergers and acquisitions market is on fire, with some deals reaching 12 to 14 times earnings before interest, taxes, depreciation and amortization, known...

What your retiree clients care about and why you should too.

October 22, 2019

Most retirement strategies are focused on accumulating enough money for retirement or "closing the gap" between savings and funds ultimately needed. But what if that is not a client's top priority? Understanding a client’s money mindset can...

DOL proposes rule on digital 401(k) disclosures

October 22, 2019

The Department of Labor proposed a rule Tuesday that's meant to encourage more employers to issue retirement plan disclosures electronically to plan participants. The rule would allow sponsors of 401(k)s and other defined-contribution plans...

New Hampshire pulls $239 million from Ken Fisher

October 22, 2019

New Hampshire's state pension pulled the $239 million it had invested with Ken Fisher, bringing the total amount divested from the billionaire's firm to more than $2 billion. Tuesday's move by the New Hampshire Retirement System comes after...

'Trusted' professionals are targeting older Americans

October 21, 2019

Terry Ann McIntosh's financial nightmare began four years ago, soon after she hired a caregiver through a family services website. McIntosh, then 75 and in a wheelchair, had assumed that the young woman who eventually showed up at her San Mateo,...

Adviser Alpha: How Kevin VanDyke Leverages Human Capital to Stand Out in a Crowded Market

October 21, 2019

As competitive intensity in the financial advice industry ratchets up, it's not enough for advisers to create a financial plan, hit benchmarks and steer their clients toward retirement. Firms must establish a unique element of their business...

eMoney Advisor unveils Project Avocado for mobile budgeting

October 17, 2019

Offering a playful nod to millennial fondness of a certain green vegetable, eMoney Advisor showed off its new mobile budgeting app called Project Avocado at its annual conference for advisers. The financial planning technology vendor, which...

Medicare 2020 open enrollment begins Tuesday

October 15, 2019

Medicare open enrollment for health care coverage in 2020 begins Tuesday, Oct. 15. While most of the 60 million Medicare beneficiaries enrolled in the nation's primary health insurance program for retirees and people with disabilities usually...

Michigan pension fund pulls $600 million from Ken Fisher

October 14, 2019

The State of Michigan Retirement Fund's pension account, worth more than $70 billion, ended its relationship with the investment firm of Ken Fisher in the latest backlash to offensive remarks the billionaire made last week at a conference. Mr....

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