Does Gay Marriage Ruling End a Financial Planning Niche?
The workarounds that advisors in many states created to provide same-sex couples with legal benefits now must be unwound.
U.S. Investors Think Locally, Data Shows
A report by Openfolio, a platform where investors share portfolio philosophies and contents, shows which industries are most popular among investors in various regions.
Now You Can Get Married, Gay or Not. Here’s What You Gain — and Lose
Now that same-sex marriage is legal nationwide, gay couples, and anybody else thinking about marrying, also bear some often-overlooked costs and responsibilities.
Retirement Assets Continue Upward Trend in Q1
First-quarter retirement assets increased 1.3% to $24.9 trillion, the Investment Company Institute reported.
Retirement Service Providers Losing Plan Sponsors’ Loyalty
Plan sponsors feel less loyal to their retirement service providers, according to an annual index produced by research firm Chatham Partners.
When an IRA Rollover Is a Bad Idea
“Advisors better have good reason to roll over the 401(k) other than to generate fees and commissions for themselves,” advisor Scott Hanson said.
Financial Confidence Among Military Middle Class Hits Record High
Despite anxiety over sequestration, military families are more confident about their financial security than they have been in some time.
Gen X Says: What Retirement?
Gen Xers began planning for retirement early, but a large majority have plans to still work in some capacity after they retire.
6 Results if Supreme Court Kills Obamacare Subsidies
The Supreme Court is expected to make a ruling on the King v. Burwell case any day now.
Fiduciary Rule Crucial for Protecting Middle Class: DOL Chief
Labor Secretary Perez says DOL is sharpening its thinking on the fiduciary rule thanks to comments; FPA plans to weigh in in "very comprehensive" fashion.