Bill to Stop DOL Fiduciary Rule Passes House
The House passed by a 245-186 vote Rep. Ann Wagner’s bill to stop DOL from moving forward on its fiduciary rule.
Returns Higher for Managed Account Users: Study
A new white paper posits that investors who aren’t using a managed account solution aren’t just struggling to keep up, they’re falling behind.
Saving for Retirement: The Rewards of Starting Young
The median 55- to 59-year-old has three times as much money saved as the median worker over 60, Wells Fargo found. Why? They started earlier.
Retirement Income Group to Offer Online Course
The nine-week class offered by RIIA aims to help advisors achieve the retirement management analyst (RMA) designation.
Reverse Mortgages for Retired Clients: Does the Strategy Fit?
This tool should only be used in very specific situations — giving the advisor a critical role in guiding clients on when and how.
Meet the Software Firm That Wants to Power the Next Gen of 401(k)s
New tech tools have become vital to the highly competitive 401(k) recordkeeping market. Here's the story behind one solution provider.
13 Countries With Better Retirement Systems Than U.S.
Mercer graded 25 countries on their retirement income systems, public and private, with the U.S. near the middle of the ranking, down from last year.
Advisors, Consumers Need More Information on Long-Term Care Planning
Long-term care planning is a struggle for advisors and investors, a survey released recently by Lincoln Financial found.
DOL to ‘Simplify and Streamline’ Fiduciary Rule: Borzi
DOL is looking for “constructive comments” on ways to improve the rule and has “found them,” Borzi said at ARA conference.
How Boomers Can Close the Retirement Income Gap
Living to 95 is great if you have $1 million in investable assets plus Social Security benefits. But what if you don't?