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These clients will make retirement planning a breeze, Goldman study suggests
Behavioral finance research reveals the traits that typically lead to the best retirement mindset.
Provisions to kill DOL fiduciary proposal add to uncertainty
The Department of Labor stopped another financial industry attempt to slow the measure by declining to extend the public comment deadline of Jan. 2.
Federal pension funds exclude Hong Kong
The largest retirement funds already exclude Mainland China.
The 4% rule is back, but it’s not really a rule
A 4% withdrawal rate in retirement can be a place to start, research from Morningstar suggests, but one planner calls it 'simple and dangerous.'
Employers are taking the reins when it comes to HSAs
PSCA study reveals increase in popularity but advisor says accounts are a 'real struggle' to understand.
Long-term care: An uncomfortable but necessary conversation
Insurance can be expensive, and clients should be aware of all options and how to use coverage when the time comes.
Older clients at high risk of cybercrimes, lost $3.1B in 2022 alone: Report
Lower levels of digital literacy among older Americans leave them vulnerable.
Hub International acquires retirement consulting firm
Renaissance Benefit Advisors Group focuses on helping plan sponsors with their fiduciary responsibilities.
Morningstar, Envestnet team up to revolutionize IRA advisory space
New solution will enable asset managers to empower small-balance IRA holders.
Social Security do-overs and lump sums
People who claimed Social Security early and now regret it have two opportunities to reverse that decision.
Would you like your 401(k) with a side of emergency savings?
The Secure 2.0 Act will let employers add emergency accounts for workers next year, and fintechs are gearing up.
Captrust adds Normann Financial
The Sanford, North Carolina-based firm oversees $1.3 billion in assets.
The insurance industry really doesn’t like the DOL’s proposed rule
Independent agents who sell annuities could be fiduciaries for the first time.
How much can your clients add to their 401(k) and other plans in 2024?
IRS announces increased contribution limits for retirement savings plans.
Millions of Americans will be financially burdened by caregiving responsibilities
TIAA Institute report reveals many caregivers are young adults, and how advisors can help.
Tribalism threatens the DOL investment advice rule
'The best kind of regulation is when the private sector works with regulators to craft regulation that is efficient, effective, workable and narrowly targeted,' says the architect of the Obama DOL's fiduciary rule.
DOL’s rule would add a lot of fiduciaries into the mix
But even those who already work in a fiduciary capacity will be affected, one lawyer says.
Biden criticizes advisors who prioritize their pay over clients’ returns
'I just want you to know we're watching,' President Biden warns advisors who put their own interests above needs of clients.
Creative Planning adds Mesirow’s retirement plan advisory team
The corporate retirement group at Mesirow serves more than 350 plans that have about $13 billion in assets under advisement and management.
How 401(k)s, 529s factor into the new FAFSA
The forthcoming application for Federal Student Aid will have some big changes that will help some families and hurt others.
