Early Social Security Claims Are Hurting Retirees
The vast majority of recent retirees are claiming Social Security benefits earlier than full retirement age, and it’s costing them significantly, a new study shows.
How to Get Social Security Benefits From an Ex-Spouse
In a blog post, Carrie Schwab-Pomerantz of Schwab addresses a reader’s question: “Does my ex need to be involved to file for benefits?"
Which Wirehouse Tops LPL’s List of Recruited Reps?
The independent broker-dealer is adding a sizable number of teams and advisors from one firm in particular.
Cash Balance Plans, QLACs Gaining Thanks to New Treasury and IRS Regs
New rules are helping cash balance plans and QLACs become attractive retirement planning options.
How Fear, Greed and Ego Create Value
Investors' biases create irregularities in the market, which in turn create value and momentum, says Robert Bridges of Sterling Capital.
How Much Do Robos Really Matter?
You’re considering adding a robo-advisor platform to help your reps expand efficient service to smaller client; how do you manage client and rep expectations about the new service?
High-Quality Stocks Selling at Bargain Prices: Morningstar
There are more high-quality stocks selling below their fair value than there have been for the last three years, according to Morningstar.
Is Going Robo the Secret to Growing Your RIA?
As Tina Powell of Beacon Wealth launches SheCapital, an automated service for women, experts discuss how, and whether, to use robo-advice to reach more clients.
Fed’s Fischer Leaves Door Open for September Rate Hike
Federal Reserve Vice Chairman Stanley Fischer left open the option of an interest rate increase next month. Other officials are divided on whether to wait.
Small-Business 401(k)s Follow Large-Plan Trends: Vanguard
Vanguard has released its small-business-focused How America Saves report, which found small 401(k) plans are mirroring trends seen at larger companies.