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Finances of Social Security are a disaster in the making
With the program’s trust funds scheduled to be depleted by 2034, the threat is real, but so is the impasse in the nation’s capital.
What to expect while you’re expecting the fiduciary rule
Although there will almost certainly be a legal challenge, don’t count on it going away, lawyers say. Here are some big issues to watch for.
Captrust acquires $770M Texas RIA
Engrave Wealth Partners, based in The Woodlands, has 10 team members.
DOL gives go-ahead to auto enrollment in emergency accounts
The regulator issued a set of answers to frequently asked questions addressing contributions, limits and investment types.
Fintech launches annuities platform
Flourish aims to facilitate RIAs’ access to annuities.
When you should, or shouldn’t, recommend more protected lifetime income
Here are some of the key characteristics that may make some clients better candidates for such a solution than others.
Planning for the largest IRA balances ever in 2024
Here are tactics to use this year given the opportunities for record stock values at the end of 2023.
TIAA brings hip-hop artists together for sponsored track about retirement saving
The song, 'Paper Right,' is part of the company's Retire Inequality campaign.
401(k) settlements went way up in 2023
There were far fewer cases filed, but employers and their insurers agreed to big payouts for previously filed litigation.
Most Democrats support DOL advice proposal in House hearing
'We ought to require the best interests of the investor to be protected and we’ve got some loopholes to fill,' says top Democrat on the panel.
Understanding the behavioral benefits of annuities
Financial professionals tend to emphasize the strong quantitative benefits annuities provide, yet it’s the emotional and behavioral benefits that often make them the ideal choice for consumers.
Real estate takes top spot in estate planning survey
Advisor explains how to guard against pitfalls and family tensions when clients pass on their family home.
3M to freeze its pension plan
The move follows a significant rise in the funded status of corporate defined-benefit plans.
Hub International adds new acquisition to its South Florida practice
Latest deal will help expand the firm's reach and capabilities in the region.
Congratulations, mountain mamas! West Virginia tops retirement survey
12.5% of West Virginians say they are 'very satisfied' with their current nest eggs.
Wrong birthday info led to $130K in RMD penalties, plaintiffs say
A Wells Fargo client who was born in 1939 had his birthdate incorrectly recorded as 2001, according to a lawsuit.
Can AI explain annuities better than a human advisor?
This AI product doesn't want to take your job, and it might make it easier.
Tifin, Franklin Templeton partner on financial wellness solution
Tifin @Work is an advice platform powered by AI that plan sponsors can provide to their employees.
Industry, investor advocates square off in comment letters about DOL advice rule
Battle lines drawn again as trade associations call on DOL to withdraw proposal, while proponents say measure fills a regulatory gap.
Catholic 401(k) MEP will screen funds for morality
A forthcoming multiple-employer plan aims to help nonprofit and for-profit Catholic affiliates avoid exposure to investments that Catholics might find objectionable.