Retirement

Displaying 11703 results
Webinar for RIAs discusses annuities, retirement planning
RETIREMENT PLANNING SEP 25, 2023
Webinar for RIAs discusses annuities, retirement planning

The RIA LABS event looks at longevity risks and various products that can be used.

By Josh Welsh
LPL recruits $260 million group focusing on 403(b) plans
RETIREMENT PLANNING SEP 25, 2023
LPL recruits $260 million group focusing on 403(b) plans

The diverse practice in Albuquerque, New Mexico, is led by financial advisor Angelo Burns.

By Bruce Kelly
Planning for retirement? Here’s what you should know
RETIREMENT PLANNING SEP 25, 2023
Planning for retirement? Here’s what you should know

Advisors gives retirement advice ahead of RIA LABS webinar.

By Josh Welsh
NFP acquires Divergent Wealth Advisors
RIAS SEP 25, 2023
NFP acquires Divergent Wealth Advisors

$675 million team headed by ex-Morgan Stanley alumni helps firm build presence in the West.

By Matthew Sellers
Social Security rules on kids’ benefits
RETIREMENT PLANNING SEP 25, 2023
Social Security rules on kids’ benefits

Caregiving parents may receive benefits regardless of their age.

By Mary Beth Franklin
The puzzle posed by annuities
RETIREMENT PLANNING SEP 25, 2023
The puzzle posed by annuities

Perhaps the lack of demand among clients is a function of a lack of understanding of annuities among advisors.

By InvestmentNews
TIAA hires six new leaders for wealth management team
RETIREMENT PLANNING SEP 22, 2023
TIAA hires six new leaders for wealth management team

The executives, all of whom are joining from other firms, will complement TIAA's current staff 'to help clients prepare for retirement and reach their financial goals,' an executive says.

By Ryan W. Neal
Political clock ticks as Labor readies next version of fiduciary rule
RETIREMENT PLANNING SEP 21, 2023
Political clock ticks as Labor readies next version of fiduciary rule

The measure is likely to make a rollover recommendation a fiduciary act. But if the agency doesn't complete the measure soon, it's vulnerable to being overturned by the next Congress and White House.

By Mark Schoeff Jr.
Why you should be offering 'unretirement' planning solutions
RETIREMENT PLANNING SEP 21, 2023
Why you should be offering 'unretirement' planning solutions

Millions of Americans plan to return to work for financial or social reasons.

By Steve Randall
New strategy in 401(k) litigation: Ask for settlement before suit is filed
RETIREMENT PLANNING SEP 20, 2023
New strategy in 401(k) litigation: Ask for settlement before suit is filed

Law firm Lieff Cabraser is reportedly busy sending letters to plan sponsors.

By Emile Hallez
Carlyle takes stake in Captrust
RIAS SEP 19, 2023
Carlyle takes stake in Captrust

After GTCR's 2020 deal for a portion of the RIA, additional private equity money will help the firm continue its buying streak.

By Emile Hallez
'Financial vortex' threatens undersaved workers, Goldman says
RETIREMENT PLANNING SEP 19, 2023
'Financial vortex' threatens undersaved workers, Goldman says

Report shows financial challenges could reduce US workers' retirement savings by up to 37% over the coming years.

By Gregg Greenberg
Direct indexing name needs a makeover, report finds
EQUITIES SEP 19, 2023
Direct indexing name needs a makeover, report finds

Hearts & Wallets study highlights confusion around the term and the customization strategy.

By Josh Welsh
JPMorgan shares why advisors should serve needs of diverse investors
RETIREMENT PLANNING SEP 19, 2023
JPMorgan shares why advisors should serve needs of diverse investors

Black and Hispanic women are gaining confidence in their investing knowledge.

By Steve Randall
Wealthy tax dodgers targeted by IRS new agent hires
REGULATION AND LEGISLATION SEP 18, 2023
Wealthy tax dodgers targeted by IRS new agent hires

Tax officials will focus on high earners and corporations that are not paying their fair share.

By Bloomberg
Diverse Americans are returning to financial advisors for retirement planning
RETIREMENT PLANNING SEP 15, 2023
Diverse Americans are returning to financial advisors for retirement planning

But there is still a belief among many Americans that financial advisors cost too much.

By Steve Randall
August CPI pushes 2024 COLA forecast up 3.2%
RETIREMENT PLANNING SEP 13, 2023
August CPI pushes 2024 COLA forecast up 3.2%

The resulting increase would raise the average monthly retiree benefit of $1,790 by $57.30.

By Gregg Greenberg
U.S. lags globally on retirement due to health, quality of life issues
RETIREMENT PLANNING SEP 13, 2023
U.S. lags globally on retirement due to health, quality of life issues

Academics suggest improvements to the savings system and restoring the solvency of Social Security.

By Emile Hallez
Does low knowledge of annuities help explain low adoption among advisors?
OPINION SEP 12, 2023
Does low knowledge of annuities help explain low adoption among advisors?

As advisors' knowledge about annuities increases, so does their perception of these products.

By David Blanchett
Judge orders high-stakes Feinstein family feud out of court
RETIREMENT PLANNING SEP 12, 2023
Judge orders high-stakes Feinstein family feud out of court

The case involving the US senator will now move to private mediation.

By Bloomberg