IRS Shuts Down Financial Aid Tool Over Security Concerns
College students and families can work around the outage, but it may dissuade some applicants.
Betterment for Business Teams Up With ADP
The 401(k) unit of the largest independent robo-advisor said the partnership will strengthen its ability to serve "midsized professional services firms."
Republicans Unveil Bill to Repeal and Replace Obamacare
Plan would create tax credits, end health insurance mandate; no estimate of proposal’s cost or how many will be covered.
Standard Life to Buy Aberdeen in $4.7B Stock Deal
Aberdeen’s largest shareholder will support the all-share deal, which creates a $811 billion asset manager.
Most Long-Term Care Insurance Claims Are for Home Care
LTCI is not "nursing home insurance," says AALTCI's Jesse Slome.
How to Prevent Legal, Ethical Problems When a Client Gets Alzheimer’s
It’s critical for advisors to learn to work with clients with early-stage dementia, annuity expert Dave Paulsen of Transamerica tells ThinkAdvisor.
New Robo-Advisor Targets Minority Communities
Finhabits is focused on minority clients because many Latinos and African-Americans don't have retirement funds, says founder Carlos Garcia.
Why Advisors Should Act Like Fiduciaries With or Without DOL Rule
It's what their clients expect now, according to a panel of investment consultants at the TD Ameritrade annual LINC conference.
Fixed Indexed Annuities to Dominate 2017 Annuity Marketplace
While the exact future of the DOL fiduciary rule is hazy, many carriers are embracing fixed indexed annuities.
Obamacare Didn’t Fail Because It’s Timid
Today’s history lesson: When it comes to policy, political math trumps both technocratic merit and courage every time.